Insurance Specialist

Role - Insurance Speciaist

Location - New Delhi/Mumbai/Hyderabad/Baroda

Years of Exp – 5 – 7 yrs

Category – Bancassurance only

Job Description :

- Deliver the annual plan for insurance (life and general insurance business) through the branch banking and Suvidha 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.

Contact email id – srividya@alfaconsultants.in