Banking Officer

1 week ago

Kottayam, India HRQuadrant Full time

Roles and Responsibilities:

- 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

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