Financial Solutions Expert

3 days ago

Vijayawada, Andhra Pradesh, India beBeeInvestment Full time ₹ 14,00,000 - ₹ 26,00,000

Job Description

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The role of an insurance professional is to provide clients with expert advice and guidance on various insurance products and services. This involves conducting thorough assessments of client needs, recommending suitable policies, and ensuring compliance with regulatory standards.

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As an insurance Manager, you will be responsible for managing and selling insurance products to clients through various channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

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The IC channel is a specialist team within Nuvama Wealth responsible for driving the insurance business, products, and strategies. The investment Manager will work closely with existing RMs across Nuvama Wealth and will be responsible for managing and selling insurance products to Nuvama Wealth clients through various businesses and channels.

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Sales and Business Development:

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  • Work closely with Nuvama Wealth RMs on driving the insurance products.
  • Promote and sell insurance products to existing and potential customers through relationship managers mapped to you.
  • Achieve sales targets and contribute to the LOB overall targets with self and team.
  • Develop new business opportunities through networking and referrals.
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Client Consultation:

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

  • Ensure all insurance transactions comply with company regulations and policies.
  • Maintain accurate records of sales and client interactions in the company system.
  • Stay updated with changes in insurance laws and regulations.
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Qualifications

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1. Bachelor's degree in finance, business administration, or a related field.

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2.Proven experience in sales, preferably in the banking or insurance industry.

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3.Strong knowledge of insurance products and services.

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4.Excellent communication and interpersonal skills.

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5.Ability to work independently and as part of a team.

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Experience

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

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