Insurance Specialist

  • Company:
    Citibank India
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    1 month ago
  • Category:

Skill: insurance , insurance training , irda , rms , financial markets , credit risk , portfolio analysis , insurance specialist , insurance sales , risk , insurance business , branch banking; Exp: 1-3 years; Insurance Specialist – 18062835 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 Qualifications Client Centric Compliance Oriented Able to lead the Team

Other Banking/Insurance


Experience: 1-3

Function: Finance / Insurance Services