Banking Officer

Job Title: Financial Service Manager Banca Channel

Company: Leading Life Insurance Company

Location: Kerala, India

Job Type: Full-Time

Industry: Life Insurance

Experience Level: Minimum 1 Year (Sales/ BFSI Preferred)

Work collaboratively with partner bank branches to generate leads and engage customers.

Build strong customer relationships through proactive communication and personalized financial planning.

Conduct client meetings and follow-ups to promote suitable life insurance products.

Educate customers on life insurance benefits and financial planning strategies.

Cross-sell and upsell insurance and financial products based on customer needs.

Stay informed on market trends and insurance industry updates.

Maintain high standards of customer service and achieve monthly/quarterly sales targets.

Qualifications :

Bachelor's degree in any stream

Minimum 1 year of experience in sales; experience in insurance/banking preferred.

Strong communication, negotiation, and interpersonal skills.

Knowledge of life insurance products, financial planning, and market dynamics.

Ability to build rapport with a diverse customer base and drive consultative sales.

Job Types: Full-time, Permanent

Pay: From ₹35,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Paid sick time
• Provident Fund

Ability to commute/relocate:

• Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have experience letters for all your previous jobs?
• Is your age below 30?

Education:

• Bachelor's (Required)

Experience:

• sales: 1 year (Required)

Willingness to travel:

• 75% (Required)

Work Location: In person