Banking Officer

1 - 6 years

2 - 4 Lacs

Posted:1 week ago| Platform: Naukri logo

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Work Mode

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Job Type

Full Time

Job Description


As a Financial Service Consultant in the Banca Channel, you will be responsible for engaging with

customers through our banking partners to offer them personalized life insurance solutions tailored to their

financial needs. You will play a crucial role in building strong relationships, providing expert advice, and

promoting our products to enhance customer satisfaction and drive business growth.

Roles and Responsibilities:

  • 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

Preferred candidate profile

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

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