ASM/SM Bancassurance

Urgent Requirement for Assistant Sales Manager & Sales Manager -TPD Sales -Health Insurance at our esteemed company in Kollam.

§ This role combines banking and insurance expertise to offer insurance products and services to bank customers

§ Insurance Officers working in Bancassurance are responsible for selling insurance policies, assisting clients with claims, and ensuring compliance with regulations

§ They work collaboratively with the bank's staff to provide customers with comprehensive financial solutions

Key Responsibilities:

§ Customer Engagement: Develop strong relationships with bank customers and identify their insurance needs through consultations and needs assessments

§ Product Knowledge: Have an in-depth understanding of various insurance products and policies, and effectively communicate their features, benefits, and terms to customers

§ Sales and Cross-Selling: Actively promote and sell insurance products to bank customers, utilizing cross-selling opportunities to increase insurance policy penetration

§ Consultative Selling: Use a consultative approach to tailor insurance solutions to individual customer requirements, taking into account their financial situation and risk tolerance

§ Quoting and Proposal: Prepare insurance quotes and proposals, explaining coverage options, premiums, and policy terms clearly to clients

§ Documentation and Compliance: Ensure all documentation related to insurance transactions is accurately completed and compliant with regulatory requirements

§ Customer Support: Provide ongoing support to customers, assisting with policy servicing, claims processing, and any inquiries or concerns

§ Claims Handling: Guide customers through the insurance claims process, acting as an intermediary between the customer and the insurance company

§ Relationship Management: Collaborate with bank staff, including relationship managers and financial advisors, to identify potential insurance opportunities and provide training on insurance products

§ Market Research: Stay informed about industry trends, competitor products, and regulatory changes to remain competitive and compliant

§ Targets and Goals: Meet or exceed sales targets, revenue goals, and performance metrics set by the bank and insurance partners

Qualifications:

§ bachelor's degree in finance, business, or a related field; relevant insurance certifications or licenses are advantageous

§ Proven experience in bancassurance.

§ Strong interpersonal and communication skills to build rapport with clients

Interested candidates send your updated resume to; recruitment@factorhuman.in

Thanks & Regards

Jisha Jerin

Factor Human Resources

9778783902