Description
We are seeking motivated individuals to join our team at Kotak Life Insurance Company and PNB Met Life Insurance in India. The ideal candidate will be responsible for managing client relationships, understanding their insurance needs, and providing tailored solutions to meet their financial goals.
Responsibilities
- Manage and develop relationships with clients to ensure customer satisfaction and retention.
- Assist clients in understanding their insurance needs and offer suitable products.
- Conduct market research to identify new opportunities and potential clients.
- Prepare and present insurance proposals to clients, highlighting key benefits and coverage options.
- Collaborate with the underwriting team to facilitate the policy issuance process.
- Stay updated on industry trends, regulations, and competitor offerings to provide informed recommendations.
Skills and Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field.
- 2-4 years of experience in sales, insurance, or financial services.
- Strong communication and interpersonal skills to build rapport with clients.
- Excellent analytical and problem-solving abilities.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
- Knowledge of insurance products and market regulations in India.
- Ability to work independently and as part of a team, with a strong focus on achieving targets.
