Financial Services Specialist

1 week ago

Kollam Chennai, India beBeeInsurance Full time ₹ 50,00,000 - ₹ 1,00,00,000

As a bancassurance professional, you will play a key role in providing insurance services to customers by understanding their financial needs and recommending suitable products. Your ability to analyze customer needs and identify cross-sell opportunities will be crucial in achieving sales targets.

Primary Responsibilities:
  • Understanding customer financial needs and identifying relevant insurance products
  • Explaining banking and insurance processes to customers in a clear and concise manner
  • Assisting customers in selecting the most appropriate financial products that meet their needs
  • Knowing insurance policies to provide customers with the best solutions
  • Building long-lasting relationships with customers and providing exceptional after-sales service
  • Improving customer satisfaction and meeting or exceeding sales targets
Required Skills and Qualifications:
  • Excellent communication and interpersonal skills
  • Ability to analyze customer needs and identify opportunities for growth
  • Knowledge of banking and insurance products and processes
  • Strong problem-solving and analytical skills
  • Ability to work effectively in a team environment
Benefits:
  • Competitive salary and benefits package
  • Opportunities for career advancement and professional growth
  • Collaborative and dynamic work environment
  • Chance to make a real difference in customers' lives
Others:
  • Frequent opportunities for training and development
  • Collaboration with cross-functional teams to achieve business objectives
  • Recognition and rewards for outstanding performance

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