Insurance Portfolio Specialist

2 days ago


Bikaner, Rajasthan, India beBeePortfolio Full time ₹ 10,00,000 - ₹ 2,00,00,000
Insurance Portfolio Manager

We are seeking a skilled Insurance Portfolio Manager to join our team. This role involves managing and selling insurance products to clients through various channels.

About the Role

The successful candidate will be responsible for assessing client needs, providing suitable recommendations, and explaining insurance policies clearly and effectively. They will also assist with application processes and ensure proper documentation.

Key Responsibilities
  • Manage and sell insurance products to clients
  • Assess client needs and provide suitable recommendations
  • Explain insurance policies and coverage options to clients
  • Assist with application processes and ensure proper documentation
Requirements
  • Bachelor's degree in finance, business administration, or a related field
  • Proven experience in sales, preferably in the banking or insurance industry
  • Strong knowledge of insurance products and services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
Benefits
  • Fulfilling career opportunity
  • Competitive salary and benefits package
  • Ongoing training and development
Work Environment
  • Full-time position, typically within standard office hours
  • May require occasional travel outside the present location


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