Banking Officer

Roles and Responsibilities:

• Sell Life insurance to customers
• Collaborate with our banking partners to identify and engage with potential customers, leveraging

their existing client base and network to generate leads and referrals.

• Build rapport and establish trust with customers through proactive communication, needs analysis,

and personalized financial planning sessions.

• Conduct regular follow-ups and reviews to deepen relationships, address customer inquiries, and

provide ongoing support.

• Present and promote the range of life insurance products and services to customers, highlighting

their features, benefits, and suitability based on individual financial goals and risk profiles.

• Cross-sell and upsell additional products and services to maximize revenue opportunities and

enhance customer value.

• Educate customers on the importance of life insurance and financial planning, empowering them to

make informed decisions to protect their families and secure their financial future.

• Stay updated on industry trends, market developments, and regulatory changes affecting the

insurance sector, incorporating relevant insights into sales practices and customer interactions.

We're looking for someone with:

• Bachelor's degree in business administration, marketing, or related field. MBA preferred.
• Minimum 1 year of experience in sales, preferably in the insurance industry, with a proven track

record of achieving targets.

• Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport with

diverse stakeholders.

• Sound knowledge of insurance products, sales techniques, and market dynamics.

Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits:

• Health insurance
• Provident Fund

Schedule:

• Day shift
• Morning shift

Supplemental Pay:

• Performance bonus
• Yearly bonus

Application Question(s):

• Is it your age under 30?

Education:

• Bachelor's (Required)

Experience:

• any sales: 1 year (Required)

Location:

• Manjeri, Kerala (Preferred)

Willingness to travel:

• 75% (Required)

Work Location: In person