Relationship Manager - Virtual Bancassurance Hdfc

Tata AIA Life Insurance Company Ltd. is looking for Relationship Manager - Virtual Bancassurance HDFC to join our dynamic team and embark on a rewarding career journey.Customer Relationship Management: Build and maintain strong relationships with bank customers, understanding their financial goals, needs, and risk tolerance.Insurance Product Sales: Promote and sell various insurance products to bank customers. These products can include life insurance, health insurance, property and casualty insurance, and more.Needs Analysis: Conduct thorough financial needs assessments for clients to determine their insurance requirements and provide tailored recommendations.Product Knowledge: Stay updated on the features, benefits, and terms of various insurance products offered by the bank's insurance partners.Cross-Selling and Upselling: Identify opportunities to cross-sell and upsell insurance products to existing bank customers based on their financial situations and needs.Compliance and Regulations: Ensure that all insurance-related activities and sales comply with relevant regulations and industry standards.Documentation and Paperwork: Prepare and process insurance applications, policy documents, and related paperwork accurately and efficiently.Customer Education: Educate customers about the importance of insurance coverage, policy details, and the claims process.Sales Targets: Meet or exceed sales targets and key performance indicators (KPIs) set by the bank's management.Reporting: Generate regular reports on sales activities, performance metrics, and market insights for management review.Training and Development: Keep up to date with industry trends and undergo training to improve product knowledge and sales skills.