Insurance Advisor / Relationship Manager (Urgent Hirng)

Job Title: Insurance Advisor / Relationship Manager

Department: Financial Services / Insurance Domain
Industry: Banking, Life Insurance, General Insurance

Location : Kasaragod, Wayanad, Calicut, Malappuram (Across Kerala)

Company - Reputed Banks - Kerala Based

(Get more details during interview call)

Key Roles & Responsibilities:

1. Sales & Business Development

• Identify potential customers through bank branches, referrals, and walk-ins.
• Cross-sell and up-sell life, health, and general insurance products to customers.
• Achieve monthly and quarterly sales targets for new policies and renewals.
• Conduct financial needs analysis to recommend suitable products.

2. Relationship Management

• Develop strong relationships with existing and prospective customers.
• Regularly follow up for policy renewals, upgrades, and additional coverage.
• Handle client queries, policy servicing, and grievances in coordination with operations.
• Maintain a strong relationship with bank branch staff to drive business through them (for Bancassurance roles).

3. Coordination & Reporting

• Coordinate with the insurance operations team for policy issuance, claims, and documentation.
• Maintain proper records of customer interactions and sales in CRM systems.
• Submit daily, weekly, and monthly reports to the Branch Manager / Sales Head.

4. Compliance & Ethics

• Ensure compliance with IRDAI regulations, company policies, and bank norms.
• Maintain high ethical standards while dealing with clients and financial data.

Key Skills & Competencies:

• Excellent communication and interpersonal skills.
• Good understanding of insurance and banking products.
• Strong sales and negotiation abilities.
• Customer-centric and target-oriented approach.
• Basic computer proficiency and familiarity with CRM systems.

Qualifications & Experience:

• Education: Graduate in any discipline (MBA/PGDM in Finance, Marketing preferred).
• Experience:
• 1–5 years in Banking, NBFC, or Insurance / life insurance sales preferred.
• Freshers with strong communication and sales aptitude can be considered.
• Interested Candidates can send their CV to hr.banking@miak.in
• To connect : 9946748555

Job Type: Full-time

Pay: ₹300,000.00 - ₹500,000.00 per year

Application Question(s):

• Do you have any experience in Insurance/Banking/Sales ?

Education:

• Bachelor's (Preferred)

Work Location: In person