Banking Associate

2 weeks ago


Kalpetta, India HRQuadrant Full time

**Job Title: Financial Service Consultant - Banca 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 ₹25,000.00 per month

**Benefits**:

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

Schedule:

- Day shift
- Morning shift

Supplemental Pay:

- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Kalpatta, 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


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