RB - Affluent Business : Insurance Specialist

RB - Affluent Business : Insurance Specialist

INTERNAL USAGE :

No. of Vacancies : 1Reports to : Regional Insurance Specialist

Is a Team leaderNoTeam Size : 1

Grade : AVP / VP

Business : Affluent BankingDepartment : Burgundy PrivateSub-Department :

Location :

About Affluent Banking

Affluent Banking caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touchpoints

About the Role

The role of n Insurance Specialist revolves around the management of Insurance Sales at Branches & Markets

• .Work as product specialist for Life, Non Life and Health Insurance business and help clients meet their financial goals through managing life risks and uncertainty
• .Uncover wide range of needs of the clients and present solutions that meets those gaps. Explain product features and benefits clearly to clients.
• .Manage a team of Burgundy Private Partners and help them with product, process and sales pitches
• .Ensure that the right sales practices are followed as per approved process and in line with the IRDAI guidelines.
• .Address queries of Burgundy Private Partners and clients - manage client calls and issues or escalations.
• .Represent our partner insurance companies as a compelling proposition for our clients.
• .Able to contribute in a meaningful way in team meetings by sharing latest market updates, success stories and competitor's information.
• .A thorough professional, confident, knowledgeable presentation when in front of clients
• .Ensure your team of Burgundy Private Partner are certified on Insurance in a timely manner.
• .Demonstrate good teamwork with Burgundy Private Partners towards Insurance sales activities to help meet the monthly budgets.
• .Proactive in follow ups on pending requirements, resulting in short TAT from submission to issuance.
• .Takes initiative to ensure knowledge and skill sets are up-to date for self and the assigned Burgundy Private Partner.

Key Responsibilities

Qualifications

Role Proficiencies :

Skills Required

Business Intelligence Tools, Health, Excel, Tableau