Bancassurance Manager

Job Description

Functions and Accountabilities:

• Establish and preserve solid bonds with high-net-worth customers, both current and prospective.

• Hold frequent client meetings to learn about their financial objectives and offer tailored solutions.

• Examine the financial portfolios of clients and provide suitable banking and investment options.

• Keep abreast of economic and market developments to provide well-informed advise.

• Increase consumer awareness of new goods and services and determine what they need in order to take advantage of business referral opportunities.

• Working together with other team members and support departments to offer customers goods and services

• Look for chances to upsell and cross-sell banking services and products.

• Through proactive client interaction, meet the bank’s sales targets.

• Provide a smooth banking experience by working together with internal teams.

Candidates Requirements:

– Graduation is mandatory

– Minimum 2 years of experience in sales or marketing

– CTC: up to 3.50 LPA + Incentives + Other Benefits

Contact Details:

Shrutam P | HR Team

Phone: +91 7021418037