Job Opportunities in India
October 15, 2024
Factorhuman Resources Pvt Ltd
FULL TIME
Relationship Officer (Insurance/ BFSI Experienced) - All Over Kerala
Job Summary:
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.
Relationship Officer Job Responsibilities:
Thanks & Regards
Lekshmi
9946017774
Job Type: Full-time
Pay: ₹300,000.00 - ₹390,000.00 per year
Schedule:
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.
Relationship Officer Job Responsibilities:
- Experience : Minimum one year experience in insurance ( BFSI also preferred)
- Locations :Kollam, Trivandrum, pathanamthitta, Kottayam, Kannur
- 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.
- Minimum qualification Degree or above.
- We are looking for Freshers/ BFSI Experienced.
- Strong understanding of market, customer needs, and competitor activities.
- Excellent negotiation and communication skills.
Thanks & Regards
Lekshmi
9946017774
Job Type: Full-time
Pay: ₹300,000.00 - ₹390,000.00 per year
Schedule:
- Morning shift
- Are you a willing candidate for an immediate joining
- BFSI: 1 year (Required)
- Life Insurance: 1 year (Required)
- 25% (Preferred)
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