Insurance Specialist
Citigroup Inc
Pune, MH
8d ago

Job description :

  • Deliver the annual plan for insurance (life and general insurance business) through the branch banking 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
  • Yes, 25 % of the Time

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