Senior Insurance Specialist

Standard Chartered · Banking & Financial Services

Mumbai, India
On-site
Posted today
Finance & Accounting

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About the job

Job Summary

Reporting to Cluster head, the position is responsible for managing the sale of Life / General Insurance products to the clientele of the Bank across channels and all cities in that region with special focus on the analysis and satisfaction of these Customers’ financial as well as Insurance needs and objectives.

Key Responsibilities

Generate new business to achieve defined sales and revenue targets.

Keeping In and out knowledge of the products being sold by him.

Create proper comparison of the similar products in other companies.

Create and manage an effective Sales Tracker to measure and manage their activity levels.

Continuously improve the quality of sale and key sales ratios by attending the trainings arranged for them, if required.

Providing timely MIS as required relating to the various aspects of the business-Applied, business lead generation, Issued business, product mix, lapsation etc

Conduct a credit report on customers to find out what sort of insurance rates they can be given, explain to customers what sort of coverage they are getting, and what kind of monetary values the insurance company will payout in the event of damage to the insured.

Ensuring complete customer satisfaction starting from the first payment of premium till the claim management.

Liasoning with Insurance Company’s representatives on a regular basis.

Ensure timely and accurate compliance to all statutory requirements. To check if all the required documents and forms are in place, wherever applicable.

Minimum Qualification should be graduation.

Experience in Sales and relationship management.

Experience in handling similar role in financial industry would be an advantage but not a pre-requisite.

Strong communication and negotiation skills with the ability to influence customers.

Strong orientation towards internal customer satisfaction and servicing.

Level of the individual has high dependency on technical ability and personal effectiveness.

Candidate should be IRDA certified before commencing servicing / closure of leads.

Motivations

Incentives one of the best in the industry

Growth Path & Learning

Skills and Experience

Must-have Skills

Insurance

Bancassurance

Product Knowledge

Qualifications

Key Experiences

Experience In Life / General /Bancassurance sales and Business Development

Certifications / Qualifications

Graduation / IRDAI Certification

Languages

English & Hindi

About Standard Chartered

We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.

Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.

What We Offer

Being part of an inclusive and values driven organisation , one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.

In line with our Fair Pay Charter , we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

Core bank funding for retirement savings, medical and life insurance , with flexible and voluntary benefits available in some locations.

Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.

Flexible working options based around home and office locations, with flexible working patterns.

Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global employee assistance programme, sick leave, mental health first-aiders and self-help toolkits.

A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual, and digital learning.

Visit our careers website to learn more about us: www.sc.com/careers.

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