Insurance Portfolio Specialist

24 hours ago

Nellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,20,00,000

Job Title: Investment Manager

We are seeking a highly skilled and experienced investment manager to join our team. The ideal candidate will have a proven track record of success in managing investments and delivering exceptional results.

Responsibilities:

  • Manage and sell insurance products to clients through various channels.
  • Provide expertise in insurance solutions and assist clients in choosing appropriate policies.
  • Ensure compliance with regulatory standards.
  • Work closely with existing relationship managers to drive the insurance business.
  • Promote and sell insurance products to existing and potential customers.

Sales and Business Development:

  • Achieve sales targets and contribute to the LOB overall targets.
  • Develop new business opportunities through networking and referrals.

Client Consultation:

  • Assess clients' insurance needs and provide suitable recommendations.
  • Explain insurance policies and coverage options clearly and effectively.
  • Assist clients with the application process and ensure proper documentation.

Customer Service:

  • Provide exceptional customer service and support to clients regarding their insurance policies.
  • Address client inquiries and resolve any issues or concerns related to insurance products.
  • Conduct regular follow-ups with clients to ensure satisfaction and retention.

Qualifications:

  • 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.

Requirements:

  • Minimum 5 years' experience in life insurance sector.
  • Fresher to be considered only from Insurance institutes.

Functional Competencies:

  1. Full-time position, typically within standard office hours.
  2. May require occasional travel outside the present location to meet clients or attend training sessions.
  3. Office-based with some flexibility to work outside the main office, depending on company policies.

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