Area Manager
Experience
Salary
Location
Job Description
Key Responsibilities:
- Customer Engagement: Develop strong relationships with bank customers and identify their insurance needs through consultations and needs assessments
- Product Knowledge: Have an in-depth understanding of various insurance products and policies, and effectively communicate their features, benefits, and terms to customers
- Sales and Cross-Selling: Actively promote and sell insurance products to bank customers, utilizing cross-selling opportunities to increase insurance policy penetration
- Consultative Selling: Use a consultative approach to tailor insurance solutions to individual customer requirements, taking into account their financial situation and risk tolerance
- Quoting and Proposal: Prepare insurance quotes and proposals, explaining coverage options, premiums, and policy terms clearly to clients
- Documentation and Compliance: Ensure all documentation related to insurance transactions is accurately completed and compliant with regulatory requirements
- Customer Support: Provide ongoing support to customers, assisting with policy servicing, claims processing, and any inquiries or concerns
- Claims Handling: Guide customers through the insurance claims process, acting as an intermediary between the customer and the insurance company
- Relationship Management: Collaborate with bank staff, including relationship managers and financial advisors, to identify potential insurance opportunities and provide training on insurance products
- Market Research: Stay informed about industry trends, competitor products, and regulatory changes to remain competitive and compliant
- Targets and Goals: Meet or exceed sales targets, revenue goals, and performance metrics set by the bank and insurance partners
Pls share your resume on job.rspot@gmail.com or call on 7738298293.
Thanks and regards,
Parul Soni,
7738298293.
Designation
Area Manager
Key Skills
Banking Insurance
Industry
Banking & Financial Services
Functional Area
Insurance
Employment Type
Full Time
Education
Bachelor Degree
Job Type
Work From Home
Assessment Details
Regional Retail Finance and Insurance Manager Quiz
30 Minutes
Related Jobs
Laravel Developer
Seacross Recruitment Services
Join the SeaCross Recruitment Services team as a Full Time Laravel Developer on Erekrut, specializing in Larav...
6-10 Lakhs
4-6 Years
Maharashtr..
Program Deve...
Sales & Service Engineer
Solugral Consultancy Pvt Ltd
Join Solugral Consultancy Pvt Ltd as a Sales & Service Engineer. Develop your skills and grow your career with...
0-3 Lakhs
4-6 Years
Delhi-New ..
Sales & ...
Marketing Executive
Solugral Consultancy Pvt Ltd
Seeking a talented Marketing Executive to join our team at Solugral Consultancy Pvt Ltd. Apply now on Erekrut ...
3-6 Lakhs
4-6 Years
Maharashtr..
Marketing, M...
Business Development Executive
Solugral Consultancy Pvt Ltd
Join Solugral Consultancy Pvt Ltd as a Business Development Executive. Drive growth and innovation in this exc...
3-6 Lakhs
4-6 Years
Maharashtr..
Sales & ...
Buying And Merchandising
Solugral Consultancy Pvt Ltd
Join Solugral Consultancy Pvt Ltd as a Buying and Merchandising specialist! Apply now on Erekrut for this exci...
3-6 Lakhs
4-6 Years
Maharashtr..
Retail
MIS Executive
Solugral Consultancy Pvt Ltd
Seeking a detail-oriented MIS Executive to join Solugral Consultancy Pvt Ltd. Apply now on Erekrut for this ex...
3-6 Lakhs
4-6 Years
Maharashtr..
Information ...
Telecalling Executive
Solugral Consultancy Pvt Ltd
Join Solugral Consultancy Pvt Ltd as a Telecalling Executive. Apply now on Erekrut for this exciting opportuni...
3-6 Lakhs
4-6 Years
Maharashtr..
Sales and Ma...
E-commerce Head
Solugral Consultancy Pvt Ltd
Join our team at Solugral Consultancy Pvt Ltd as an E-commerce Head. Take your career to the next level in a d...
10-15 Lakhs
4-6 Years
Maharashtr..
E Commerce