
Bancassurance Officer
4 days ago
Roles and Responsibilities:
- **Sell Life insurance to customers**:
- Collaborate with our banking partners to identify and engage with potential customers, leveraging
their existing client base and network to generate leads and referrals.
- Build rapport and establish trust with customers through proactive communication, needs analysis,
and personalized financial planning sessions.
- Conduct regular follow-ups and reviews to deepen relationships, address customer inquiries, and
provide ongoing support.
- Present and promote the range of life insurance products and services to customers, highlighting
their features, benefits, and suitability based on individual financial goals and risk profiles.
- Cross-sell and upsell additional products and services to maximize revenue opportunities and
enhance customer value.
- Educate customers on the importance of life insurance and financial planning, empowering them to
make informed decisions to protect their families and secure their financial future.
- Stay updated on industry trends, market developments, and regulatory changes affecting the
insurance sector, incorporating relevant insights into sales practices and customer interactions.
We're looking for someone with:
- Bachelor's degree in business administration, marketing, or related field. MBA preferred.
- Minimum 1 year of experience in sales, preferably in the insurance industry, with a proven track
record of achieving targets.
- Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport with
diverse stakeholders.
- Sound knowledge of insurance products, sales techniques, and market dynamics.
**Job Types**: Full-time, Permanent
Pay: ₹20,000.00 - ₹50,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
- Morning shift
Supplemental Pay:
- Performance bonus
- Yearly bonus
**Experience**:
- total work: 1 year (preferred)
- Customer service: 1 year (preferred)
**Language**:
- English (preferred)
Work Location: In person
-
Kochi, Kerala, India Factorhuman Resources Pvt Ltd Full time**Job description** **Job Title**: Relationship Officer (Bancassurance) **Location**: North Paravur,Kalamasery,Muvatupuzha & Koenchery **Key Responsibilities**: - **Relationship Management**: - **Build and maintain relationships** with bank branch staff, branch managers, and other key stakeholders to enhance the insurance sales process. - Ensure that...
-
Bancassurance Officer
2 days ago
Thiruvananthapuram, Kerala, India HRQuadrant Full timeRole : Customer Banking officer Location : Thrivandrum Qualification : Graduation Experience : Minimum 1 year JD - **Communication skills**: Customer relationship managers require excellent speaking, listening and writing skills to interact well with customers and the organisation's employees and vendors. - **Customer service skills**: They can benefit...
-
Relationship Officer
4 days ago
Thrissur, Kerala, India Factorhuman Resources Pvt Ltd Full time**Job Summary**: This role combines banking and insurance expertise to offer insurance products and services to bank customers. Insurance Officers working in Bancassurance are responsible for selling insurance policies, assisting clients with claims, and ensuring compliance with regulations. They work collaboratively with the bank's staff to provide...
-
Relationship Officer
12 hours ago
Thrissur, Kerala, India Factorhuman Resources Pvt Ltd Full time**Job Summary**: This role combines banking and insurance expertise to offer insurance products and services to bank customers. Insurance Officers working in Bancassurance are responsible for selling insurance policies, assisting clients with claims, and ensuring compliance with regulations. They work collaboratively with the bank's staff to provide...
-
Relationship Officer Insurance
4 days ago
Malappuram District, Kerala, India Factorhuman Resources Pvt Ltd Full time**Job Summary**: This role combines banking and insurance expertise to offer insurance products and services to bank customers. Insurance Officers working in Bancassurance are responsible for selling insurance policies, assisting clients with claims, and ensuring compliance with regulations. They work collaboratively with the bank's staff to provide...
-
Relationship Officer Bancassurance Insurance
4 days ago
Palghat District, Kerala, India ConnectIN Jobs Global Full timeInsurance sales through assigned Bank Branches. Coordinating between Bank and company from Lead generation to policy conversion. Follow up with Operations of Banks. To build mutually beneficial relationships with Bank and help in acquisition of clients. Customer Requirement Gathering and Analysis for better product pitching. Handling Objections and...
-
Business Transformation Leader
2 hours ago
Thiruvananthapuram, Kerala, India beBeeOperations Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Job OverviewThis senior leadership role is responsible for driving the end-to-end issuance and fulfillment of new business. The incumbent will manage workflow, central initiatives, and distribution/policy issuance/underwriting to ensure business continuity.Main ResponsibilitiesRelationship Management:Foster strong relationships with distribution heads...