Relationship Associate

Job Description
Position Title: Financial service consultant- Banca Channel
Location: Kerala
Company: A leading Life insurance company. Industry: Life Insurance
Employment Type: Full timeOverview:
As a Financial Service Consultant in the Banca Channel, you will be responsible for engaging with
customers through our banking partners to offer them personalized life insurance solutions tailored to their
financial needs. You will play a crucial role in building strong relationships, providing expert advice, and
promoting our products to enhance customer satisfaction and drive business growth.
Roles and Responsibilities:
• Collaborate with our banking partners to identify and engage with potential customers, leveraging
their existing client base and network to generate leads and referrals.
• Build rapport and establish trust with customers through proactive communication, needs analysis,
and personalized financial planning sessions.
• Conduct regular follow-ups and reviews to deepen relationships, address customer inquiries, and
provide ongoing support.
• Present and promote the range of life insurance products and services to customers, highlighting
their features, benefits, and suitability based on individual financial goals and risk profiles.
• Cross-sell and upsell additional products and services to maximize revenue opportunities and
enhance customer value.
• Educate customers on the importance of life insurance and financial planning, empowering them to
make informed decisions to protect their families and secure their financial future.
• Stay updated on industry trends, market developments, and regulatory changes affecting the
insurance sector, incorporating relevant insights into sales practices and customer interactions.
We're looking for someone with:
• Bachelor's degree is mandatory. .
• Minimum 1 year of experience in sales, preferably in the insurance industry, with a proven track
record of achieving targets.
• Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport with
diverse stakeholders.
• Sound knowledge of insurance products, sales techniques, and market dynamics.
Note: The salary could vary based on factors such as the candidate's role, educational background, and previous work experience.