Bancassurance Business Development Representative

1 week ago

Vadodara Ahmedabad Nagpur, India beBeeRelationshipAssociate Full time ₹ 5,00,000 - ₹ 10,00,000
Job Title: Bancassurance Relationship Associate

Becoming a successful Bancassurance Relationship Associate requires a unique blend of skills, knowledge, and personal qualities. If you are eager to build lasting relationships with customers and provide them with insurance solutions that meet their needs, this role might be perfect for you.

Key Responsibilities:
  • Customer Relationship Management: As a Relationship Associate in Bancassurance, your primary focus will be on establishing and maintaining strong relationships with bank customers.
  • Insurance Product Knowledge: You will need to develop a comprehensive understanding of the insurance products offered by the bank, including life insurance, health insurance, general insurance, and other relevant solutions.
  • Sales and Cross-Selling: You will actively promote and sell insurance products to bank customers, identifying cross-selling opportunities based on customer profiles and financial needs.
  • Needs Analysis and Solution Design: Conducting needs analysis for customers will help you determine their insurance requirements and assess their risk profile, financial goals, and coverage needs.
  • Documentation and Application Processing: You will assist customers with completing insurance application forms and related documentation, ensuring accuracy and completeness of information provided.
  • Customer Service and Support: Providing ongoing customer service and support will involve addressing inquiries, claims processing, and policy servicing requirements throughout the insurance policy lifecycle.

To succeed in this role, you should have excellent communication and interpersonal skills, be able to work independently, and possess a deep understanding of insurance products and services. Additionally, you should be proactive, adaptable, and able to work in a fast-paced environment.

We offer a competitive compensation package, opportunities for professional growth and development, and a dynamic work environment that encourages collaboration and innovation.

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