hr@assuredjob.com |
Mumbai, Vile Parle
Key Responsibilities:
Business Development:
Drive life insurance sales through assigned bank branches.
Identify and convert potential customers into policyholders.
Achieve monthly and quarterly sales targets.
Relationship Management:
Build strong rapport with branch staff to generate business leads.
Train, motivate, and support bank employees to cross-sell insurance.
Maintain healthy relations with partner banks to ensure smooth operations.
Sales Execution:
Conduct need-based financial planning for customers.
Pitch suitable life insurance products aligned with customer requirements.
Manage customer queries, documentation, and policy issuance.
Compliance & Process Adherence:
Ensure adherence to IRDAI and company compliance guidelines.
Maintain accurate records of leads, sales, and customer interactions.
Safeguard customer interest through transparent communication.
Key Skills & Competencies:
Strong sales and negotiation skills.
Excellent communication and interpersonal skills.
Ability to build and maintain relationships.
Goal-oriented, self-motivated, and target-driven.
Knowledge of banking operations and financial products preferred.
Qualifications & Experience:
Graduate / Postgraduate in any discipline.
1–4 years of sales experience (preferably in BFSI/insurance/banking).
Experience | 1 - 7 Years |
Salary | 3 Lac To 3 Lac 25 Thousand P.A. |
Industry | Accounting / Auditing / Taxation |
Qualification | Other Bachelor Degree |
Key Skills | Field Sales Lead Generation |
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