Posted:19 hours ago|
Platform:
On-site
Full Time
As an Insurance Sales Manager at Bank, you will be responsible for driving the insurance business through BANK affluent and High Net-Worth Individual (HNI) customer base. This individual contributor role focuses on understanding client needs, offering tailored insurance solutions, and ensuring seamless customer service, while adhering to regulatory and internal compliance standards. Key Responsibilities: Insurance Sales: Drive life and non-life insurance sales through direct interaction with HNI clients of Bank. Client Relationship Management: Build and maintain strong relationships with HNI customers to ensure long-term engagement and cross-sell opportunities. Needs Assessment: Conduct financial needs analysis to recommend suitable insurance products that align with clients goals (protection, investment, retirement, estate planning). Coordination with Branch Staff: Work closely with branch relationship managers and wealth managers to leverage leads and ensure seamless execution of sales. Compliance & Documentation: Ensure accurate and timely documentation of all insurance-related transactions. Follow RBI, IRDAI, and internal compliance guidelines. Market Intelligence: Stay updated with the latest insurance products, industry trends, and competitor offerings to remain competitive. Customer Experience: Deliver a high-quality customer experience in every interaction, enhancing Bank reputation among HNI clients.
Skywings Advisors Private Limited
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