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For Employers

Bank Sales Officer

Kapil Consultancy Recruitment Services Private Limited

0 - 31 years

3 Lacs

mira-bhayandar

Posted:2 weeks ago| Platform: Apna logo

Apply

Skills Required

analysis documentation compliance support

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities: Work closely with bank branches to generate new insurance leads. Explain various life insurance, health, and investment products to bank customers. Handle walk-in customers and assist in selecting suitable plans. Maintain a good relationship with branch staff and ensure regular follow-ups. Achieve monthly and quarterly sales targets. Conduct financial need analysis to recommend appropriate insurance solutions. Ensure all documentation and compliance processes are followed properly. Support the branch team in customer queries related to insurance. Human Resource. Vishal - 9033150173

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Bank Sales Officer