Banking Associate

5 days ago


Pathanamthitta, India HRQuadrant Full time

**Job Title: Financial Service Consultant - Direct marketing channel**

**Company**: Leading Life Insurance Company
**Location**: Kerala, India

**Job Type**: Full-Time
**Industry**: Life Insurance
**Experience Level**: Minimum 1 Year (Sales/Insurance Preferred)
- **Work collaboratively with partner bank branches to generate leads and engage customers.**:

- Build strong customer relationships through proactive communication and personalized financial planning.
- **Conduct client meetings and follow-ups to promote suitable life insurance products.**:

- Educate customers on life insurance benefits and financial planning strategies.
- Cross-sell and upsell insurance and financial products based on customer needs.
- Stay informed on market trends and insurance industry updates.
- Maintain high standards of customer service and achieve monthly/quarterly sales targets.

Qualifications:

- **Bachelor's degree in any stream**:

- **Minimum 1 year of experience in sales; experience in insurance/banking preferred**.
- Strong communication, negotiation, and interpersonal skills.
- Knowledge of life insurance products, financial planning, and market dynamics.
- Ability to build rapport with a diverse customer base and drive consultative sales.

**Job Types**: Full-time, Permanent

Pay: From ₹35,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Paid sick time
- Provident Fund

Ability to commute/relocate:

- Pathanamthitta, Kerala: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Do you have experience letters for all your previous jobs?
- Is your age below 30?

**Education**:

- Bachelor's (required)

**Experience**:

- any: 1 year (required)

Willingness to travel:

- 75% (required)

Work Location: In person



  • Pathanamthitta, India Jobs N Ta Hr Services Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    • Achieve sales targets from 2-3 assigned bank branches• Promote bank staff incentive programs• Develop new markets as per company strategy• Build strong customer base for cross-sell & up-sell