Company Description
Canara HSBC Life Insurance, established in 2007, is a joint venture backed by Canara Bank, HSBC Insurance (Asia Pacific) Holdings Limited, and Punjab National Bank, along with other investors. Headquartered in Gurugram, Haryana, with over 100 branch offices across India, the company operates as a bancassurance-led insurance provider. It collaborates with partner banks and digital platforms to offer life insurance products, including term plans, retirement solutions, credit life, and employee benefits. Committed to providing simple insurance solutions and a seamless claims process, Canara HSBC Life Insurance aligns its services with the Promises Ka Partner philosophy to support and fulfill customers promises.
Role Description
This is a full-time, on-site position based in Ludhiana for an Annuity Vertical Consultant. The role involves working closely with clients and partners to provide expert guidance on annuity insurance solutions. Responsibilities include building and maintaining strong client relationships, conducting needs assessments, providing tailored product recommendations, and collaborating with teams to achieve business growth. The role also involves preparing reports, tracking performance metrics, and ensuring adherence to compliance and service standards.
Qualifications
- Proven expertise in annuity products, insurance solutions, and financial planning
- Strong client relationship management and communication skills
- Ability to conduct detailed needs assessments and develop strategic solutions
- Analytical skills to study performance metrics and prepare reports
- Bachelor's degree in finance, business, or a related field (preferred)
- Familiarity with insurance compliance and regulatory requirements
- Experience in sales or customer-facing roles in the insurance or financial services sector
- Proficiency in local languages and understanding of the regional market is an advantage
