Banking Consultant
1 day ago
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
Ability to commute/relocate:
- Thrissur, 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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