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Banking Associate
2 weeks ago
Roles and Responsibilities:
- **Selling Life Insurance**:
- 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
