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Banca Channel Insurance Advisor

Estalvis Advisors Private Limited
Posted on
Estalvis Advisors Private Limited logo
Experience
1 - 3 yrs
Job Location
Kottayam, India
Vacancy
1
Designation
Bancassurance Sales Officer
Job Type
Not specified

Job Description

  1. Postiion-312- Axis Banca Channel Insurance Advisor
  2. Job Title: Banca Channel Insurance Advisor
  3. Location: Changanasseri / Pala Kanjirappally / Mallapally Karukachal / Manarakkad-Kottayam-Kerala
  4. Total Requirement: 4 Nos.
  5. Position: Full-Time
  6. Experience: 1-3 years in Life Insurance and Banking sectors
  7. CTC: Rs.3.00 to Rs.4.00 LPA
  8. About the Company:
  • Aditya Birla Sun Life Insurance is a prominent player in the Insurance industry, dedicated to providing innovative financial solutions and insurance products to its clients. With a commitment to excellence and customer satisfaction, are seeking a dynamic and motivated Banca Channel Insurance Advisor to join the team. This role offers the opportunity to make a significant impact within a rapidly growing company.
  1. Job Summary:
  • We are seeking a motivated and experienced Banca Channel Insurance Advisor to join our client s team. The ideal candidate will have a strong background in life insurance and banking, with a proven track record of working with Axis bank branch to promote and sell insurance products to its customers. This role involves collaborating closely with Axis Bank Branch Managers and their team members to drive insurance sales and achieve business targets.
  1. Key Responsibilities:
  1. Branch Collaboration : Partner with assigned Axis Bank branch to promote and sell life insurance products, ensuring alignment with the bank s sales strategies and objectives.
  2. Relationship Management : Build and maintain strong relationships with Bank Branch Managers, staff, and customers to facilitate insurance product sales and service delivery.
  3. Customer Engagement : Identify and engage potential customers within the bank s clientele to understand their insurance needs and recommend suitable life insurance products.
  4. Target Achievement : Meet or exceed sales targets and performance metrics set by the company. Monitor and report on sales activities, customer feedback, and market trends.
  5. Compliance : Ensure all insurance sales activities comply with regulatory requirements and company policies. Maintain accurate records of customer interactions and transactions.
  6. Market Analysis : Stay updated on industry trends, competitor activities, and market conditions to identify opportunities for product enhancement and sales growth.
  1. Qualifications:
  1. Experience: Minimum of 1-3 years of experience in life insurance sales, with a solid understanding of banking operations and product offerings.
  2. Education: Bachelor s degree in Business, Finance, or a related field. Relevant certifications or licenses in insurance sales are preferred.
  1. Skills:
  1. Strong interpersonal and communication skills.
  2. Ability to build and nurture professional relationships.
  3. Proven sales skills with a customer-centric approach.
  4. Proficiency in analyzing market trends and customer needs.
  5. Familiarity with banking processes and regulations related to insurance sales.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.