Insurance Specialist - Bank

Job Title : Insurance Specialist (IS)

Department : Branch Banking/Corporate Salary

Candidate Specifications:

- Preferably an MBA with 3 - 6 yrs of experience.

- Preferably IRDA certified.

- Should be from Banc assurance Channel ONLY

Responsibilities:

- Deliver the annual plan for insurance (life and general insurance business) through the branch banking and Corporate Salary account holder sales community.

- Support the sales team to sell insurance policies to the existing base through:

- Portfolio Analysis of existing insurance and investment holdings.

- Need analysis and customer risk profile.

- Disseminate information on insurance industry, financial markets and competition products and analyze the same for a meaningful sales engagement.

- Drawing up the training roadmap for the individual RM and ensuring successful completion of the insurance training certification on regulatory and knowledge, attitude, skills and habits.

- Ensuring the customer engagement by organizing meets and speaking about insurance offering to build awareness in those meets.

- Joint sales drills with RMs to facilitate customers buy the right insurance product.

- Build the knowledge level of Branch Managers

- Be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines including and not limited to IRDA and RBI guidelines.

- Be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints.

- Highlight potential financial, regulatory and credit risk to the franchise for insurance sales.

Education and Experience

- MBA with 6-7 years of experience with minimum 4 years with an insurance company/banc assurance channel of a MNC bank.

- CFP/CFA/AIII/FIII would be preferred.

If you have relevant experience and are interested in this position with the Global MNC Banking Major, Please share your updated CV in WORD FORMAT along with the following information to apply@paddydove.com

Name:
Date of Birth:
Contact No:
Email id:
Qualifications:
Total work Exp.:
Exp. in Insurance sales:
Exp. in Bancassurance channel:
Current Employer:
Current Designation:
Current CTC: (break up of fixed & variable)
Expected CTC:
Notice period:
Current Location:
Open to working in New Delhi:

Contact:-
Paddy Dove
apply@paddydove.com

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