Relationship Associate - Bancassurance

2 - 7 years

4 - 9 Lacs

Posted:6 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a highly motivated and experienced Relationship Associate to join our team in the Bancassurance sector. The ideal candidate will have a strong background in sales and customer service, with excellent communication skills.

Roles and Responsibility
  • Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions.
  • Identify new business opportunities and generate leads through networking and referrals.
  • Conduct product demonstrations and presentations to educate clients about various insurance products.
  • Build and maintain a strong understanding of insurance policies and procedures.
  • Collaborate with internal teams to resolve client queries and issues promptly.
  • Meet or exceed monthly sales targets by selling insurance products to new customers.
Job Requirements
  • Minimum 2 years of experience in sales, preferably in the insurance industry.
  • Strong knowledge of insurance products, including life insurance, health insurance, and general insurance.
  • Excellent communication, interpersonal, and negotiation skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Strong analytical and problem-solving skills with attention to detail.
  • Familiarity with CRM software and Microsoft Office applications.
Additional Info

Please help generate an offer letter for the said candidate.

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