Role & responsibilities
- Liaise with banks branch staff and build effective relationships to maximize business opportunities.
- Provide knowledge about the insurance products and support banks branch staff through training to enable them to generate current business, understand customer needs and recommend suitable life insurance products to customers.
- Provide training to the bank branch staff to equip them to sell insurance products to customers and assist them in revenue generation.
- Provide guidance to the bank's branch staff in servicing existing customers, solving their queries and concerns and ensuring the quality of business is maintained consistently.
- Enable business procured through bank's branch staff is aligned to business quality metrics.
- Exercise due diligence to prevent unauthorized/ fraudulent transactions.
Preferred candidate profile
- Candidates who are willing to be mobile and work across locations will be preferred.
- Graduate freshers or candidates with experience of 1 - 4 years
- Experience in customer-facing roles in any industry; prior experience in life insurance industry is not mandatory