Insurance Relationship Specialist

1 day ago

Indore, Madhya Pradesh, India beBeeInsurance Full time ₹ 5,00,000 - ₹ 10,00,000
Insurance Relationship Specialist

We are seeking a highly skilled Insurance Relationship Specialist to join our team. As an Insurance Relationship Specialist, you will be responsible for building and maintaining strong relationships with customers in relation to insurance products and services.

Key Responsibilities:
  • Customer Relationship Management: Establish and maintain strong relationships with bank customers to understand their insurance needs and provide personalized solutions.
  • Insurance Product Knowledge: Develop a comprehensive understanding of the insurance products offered by the bank, including life insurance, health insurance, general insurance, and other relevant insurance solutions.
  • Sales and Cross-Selling: Actively promote and sell insurance products to bank customers by identifying cross-selling opportunities and explaining the features and benefits of insurance products.
  • Needs Analysis and Solution Design: Conduct needs analysis for customers to determine their insurance requirements and design suitable insurance solutions that align with their preferences and financial capabilities.
  • Documentation and Application Processing: Assist customers with the completion of insurance application forms and related documentation, ensuring accuracy and completeness of information provided.
  • Customer Service and Support: Provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements.

Requirements:

  • Bachelor's degree in a related field such as finance, business administration, or a related field.
  • Minimum 3 years of experience in a similar role.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.

Benefits:

  • Ongoing training and development opportunities.
  • Opportunity to work with a dynamic team.
  • Competitive salary and benefits package.

About Us:

We are a leading provider of insurance products and services, dedicated to providing exceptional customer service and support. Our team is passionate about delivering innovative solutions that meet the evolving needs of our customers.

  • Senior Relationship Manager

    3 days ago

    Indore, Madhya Pradesh, India Max Life Insurance Full time

    Principal Accountabilities How they are achieved measured Manage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner Coordinate and train...

  • Virtual Relationship Specialist

    4 days ago

    Indore, Madhya Pradesh, India beBeeRelationship Full time

    Job Title:Virtual Relationship SpecialistAs a key member of our team, you will be responsible for managing customer relationships and providing exceptional service.Responsibilities:Engage regularly with customers to provide a consistent and superior digital experience.Understand and meet customers' needs through financial products offered by the bank.Enhance...

  • Associate Sales Manager

    2 days ago

    Indore, Madhya Pradesh, India Max Life Insurance Full time

    Job Description- Bancassurance Sales: Drive the sales of insurance products through partner banks by effectively promoting and positioning insurance offerings to potential customers- Relationship Building: Establish and maintain strong relationships with key personnel at partner banks, including branch managers, relationship managers, and customer service...

  • Relationship Manager

    1 day ago

    Indore, Madhya Pradesh, India Moksha Finance Full time

    Key Responsibilities:1. Client Relationship Management:o Build and maintain strong relationships with new and existing SME clients.o Act as the main point of contact for clients, addressing queries, providing advice, and resolving any issues.2. Loan Origination and Management:o Assess client financial needs and recommend suitable SME loan products.o Guide...

  • Building Strategic Relationships

    3 days ago

    Indore, Madhya Pradesh, India beBeeRelationship Full time ₹ 12,70,000 - ₹ 20,99,000

    As a Senior Relationship Manager, you will play a pivotal role in driving top-line sales and maintaining penetration levels of group insurance products with channel partners.Key Responsibilities:Effectively manage Group business with Bank employees, ensuring seamless liaison with different departments for case closure.Drive top-line sales and maintain...

  • Sales Relationship Professional

    1 day ago

    Indore, Madhya Pradesh, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 10,00,000

    Branch Sales Executive Job SummaryWe are seeking a skilled and experienced Branch Sales Executive to join our sales team. As a key member of our organization, you will be responsible for building strong relationships with existing clients, identifying new business opportunities, and providing excellent customer service.Key Responsibilities:Client...

  • Sales Specialist

    4 weeks ago

    Indore, Madhya Pradesh, India Hotel Kanchan Tilak Full time

    Job DescriptionCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time, on-site role for a Sales Specialist located in Indore. The Sales Specialist will be responsible for driving sales, building and maintaining customer relationships, managing sales activities, providing training for new sales employees, and ensuring...

  • Strategic Wealth Partnership Specialist

    23 hours ago

    Indore, Madhya Pradesh, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Job Title: Strategic Wealth Partnership SpecialistOur ideal candidate will identify and approach high net worth investors, build enduring relationships through trust, market insight and value-driven conversations.

  • Service Management Specialist

    23 hours ago

    Indore, Madhya Pradesh, India beBeeInfrastructure Full time ₹ 15,00,000 - ₹ 30,00,000

    Service Management Specialist JobJob Overview:We are seeking a highly skilled Service Management Specialist to join our team.Key Responsibilities:Support the delivery of programs, projects or managed services by coordinating with stakeholders and ensuring alignment with organizational goals.Develop and maintain relationships with key stakeholders and...

  • Financial Portfolio Specialist

    23 hours ago

    Indore, Madhya Pradesh, India beBeeInvestment Full time US$ 7,50,000 - US$ 10,00,000

    We are seeking a Financial Portfolio Specialist to join our team. As a Financial Portfolio Specialist, you will play a pivotal role in identifying and approaching high-net-worth individuals, family offices, wealth firms, investment bankers, and alternative investment fund managers.Key ResponsibilitiesBuild trust-based relationships with clients through...