01Key Responsibilities
Insurance Sales: Drive life and non-life insurance sales through direct interaction with HNI clients of Bank. Client Relationship Management: Build and maintain solid relationships with HNI customers to ensure long-term engagement and cross-sell opportunities. Needs Assessment: Conduct financial needs analysis to recommend suitable insurance products that align with clients' goals (protection, investment, retirement, estate planning). Coordination with Branch Staff: Work closely with branch relationship managers and wealth managers to leverage leads and ensure seamless execution of sales. Compliance & Documentation: Ensure accurate and timely documentation of all insurance-related transactions. Follow RBI, IRDAI, and internal compliance guidelines. Market Intelligence: Stay updated with the latest insurance products, industry trends, and competitor offerings to remain competitive. Customer Experience: Deliver a high-quality customer experience in every interaction, enhancing Bank reputation among HNI clients. .
