Financial Services Professional

2 days ago

Rajkot, Gujarat, India beBeeBancassurance Full time
Job Opportunity in Bancassurance
  • The role of a Bancassurance Sales Officer involves generating leads from assigned banks, cross-selling financial products to bank customers, and driving customer business development and relationship management.
  • Key responsibilities include scheduling appointments, identifying customers' financial needs, suggesting suitable products, and completing sales documentation accurately.
  • Additionally, the role requires acquiring customers through various channels, ensuring timely issuance of policy documents, and supporting Relationship Managers and bank sales teams through product knowledge sharing and coaching.

Required Skills and Qualifications:

  • Experience in Life/Health/General Insurance is preferred.
  • Strong communication and interpersonal skills are essential for success in this role.
  • Candidates should have a strong understanding of financial products and services.

Benefits:

  • This role offers opportunities for career growth and professional development.
  • Working in Bancassurance allows individuals to leverage their skills and expertise in a dynamic and fast-paced environment.

Others:

  • As a Bancassurance Sales Officer, you will be working closely with bank sales teams and Relationship Managers to achieve sales targets and drive business growth.
  • You will also have opportunities to identify new markets and develop new business segments in line with the company's sales strategy.

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