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Banking Coordinator

Banking Coordinator

Hrquadrant

1 - 6 years

2 - 4 Lacs

Kottayam, Thrissur, Kozhikode

Posted:1 week ago| Platform:

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Skills Required

Life Insurance Bancassurance Insurance Sales Banca Sales Bfsi Sales NBFC Financial Sales Channel Sales Financial Services Sales Banking Sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Responsibilities: Engage with banking partners to identify potential customers and generate qualified leads . Conduct financial needs analysis and provide expert life insurance advisory services . Promote and sell a wide range of insurance products such as term plans , ULIPs , and investment-linked insurance based on the clients profile. Execute effective cross-selling and upselling strategies to increase product penetration. Build and maintain strong customer relationships through proactive follow-ups and regular financial planning sessions . Meet assigned sales targets , KPIs, and ensure high conversion rates . Educate clients on the importance of financial planning , wealth protection , and insurance benefits . Stay up to date with IRDAI regulations , market trends , and insurance industry developments. Desired Candidate Profile: Graduate in any discipline ( BBA/B.Com preferred ); Minimum 1 year of sales experience , preferably in insurance / BFSI / financial services . Proven track record of target achievement and lead conversion . Strong communication , presentation , and negotiation skills. Sound knowledge of insurance products , banking processes , and retail financial services . Ability to work independently and collaborate with partner bank teams . Preferred candidate profile

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