Job Description
- Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journey
- A Relationship Associate in Bancassurance is a role within the banking sector that focuses on building and maintaining relationships with customers in relation to insurance products and services offered by the bank
- Bancassurance refers to the distribution of insurance products through banks, leveraging their existing customer base and distribution channels
Here are the key responsibilities of a Relationship Associate in Bancassurance:
- Customer Relationship Management: Relationship Associates in Bancassurance establish and maintain strong relationships with bank customers
- They engage with customers to understand their insurance needs, provide information about available insurance products, and offer personalized solutions based on individual requirements
- Insurance Product Knowledge: They develop a comprehensive understanding of the insurance products offered by the bank
- This includes life insurance, health insurance, general insurance, and other relevant insurance solutions
- They stay updated on product features, benefits, terms, and conditions to effectively communicate the offerings to customers
- Sales and Cross-Selling: Relationship Associates actively promote and sell insurance products to bank customers
- They identify cross-selling opportunities by analyzing customer profiles and financial needs
- They explain the features and benefits of insurance products, address customer queries, and guide customers through the insurance purchasing process
- Needs Analysis and Solution Design: They conduct needs analysis for customers to determine their insurance requirements
- They assess the customer's risk profile, financial goals, and coverage needs
- Based on the analysis, they design suitable insurance solutions that align with the customer's preferences and financial capabilities
- Documentation and Application Processing: Relationship Associates assist customers with the completion of insurance application forms and related documentation
- They ensure accuracy and completeness of information provided by customers and facilitate the smooth processing of insurance applications
- Customer Service and Support: They provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements
- They act as a point of contact for customers throughout the insurance policy lifecycle, resolving any issues or concerns that may arise
Job Role :
Relationship Manager
Industry :
Banking
Qualification Required :
Graduation
Experience Required :
1 - 3 Years
Location :
Jabalpur
Gender Preference :
Any
Required Skills :
Relationship Associate - Bancassurance
Job Detail:
Job Timing :
9:30 am - 6:30pm | Monday to Saturday
Interview Details :
11:00 am - 4:00pm | Monday to Saturday
Employer Contact Details: Show Info
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