Insurance Specialist - BFS

Insurance Specialist || Gurgaon || Mumbai || Kolkata || Up to 34 LPA

Responsibilities:

- Responsible for growing portfolio and establish a good relationship with customers and branch/hub; achieving target revenue for hub and personal target.

- Deliver the annual plan for products through the branch banking sales community.

- Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile.

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

- Draw up the training roadmap for the individual relationship managers and ensure successful completion of 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 relationship managers 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.

- 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.

- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding, clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

- 8+ years of experience

- Previous financial sales experience required

- Able to work in a team and maintains good relationship with customers and branch/hub.