RM/SRM-Life insurance (banca channel)

2 - 4 years

1 - 5 Lacs

Posted:1 week ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

canara hsbc life insurance co,ltd

Designation-RM/SRM

CTC-upto 5.5 lpa

Key Responsibilities:

  • Selling Life Insurance Products:

  • Actively promote and sell life insurance products to bank customers, understanding their individual needs and financial goals.
  • Relationship Building:

  • Establish and maintain strong relationships with bank employees and customers to foster trust and build a positive brand image.
  • Cross-Selling:

  • Identify and pursue opportunities to cross-sell life insurance products to bank customers, leveraging their existing relationships.
  • Customer Needs Analysis:

  • Understand customer needs, assess risk tolerance, and recommend suitable life insurance products.
  • Product Knowledge:

  • Maintain a thorough understanding of life insurance products, including their features, benefits, and regulatory requirements.
  • Sales Targets:

  • Meet and exceed sales targets, contributing to the overall profitability of the organization.
  • Customer Service:

  • Provide excellent customer service, addressing inquiries and resolving any issues promptly and efficiently.
  • Compliance:

  • Ensure compliance with all relevant regulations and industry standards.

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