Insurance Expert_Delhi, Mumbai, Pune, Ahmedabad, Chennai, Bangalore

Role Purpose

The Insurance Expert is responsible for driving insurance business of mapped branches & BPs by providing sales and service support. The role focuses on new premium growth, activation of sales, advisors and BPs across all insurance offerings (LI, HI & GI).

Locations: Mumbai, Delhi, Bangalore, Pune, Hyderabad

Key Responsibilities

• Insurance Advisory & Clients risk Management: Partner with sales and advisory team & BPs to manage their clients relationship across all insurance products. Do detailed risk-profiling of clients & suggest suitable insurance solutions across life & non-life products.
• Business Development & Revenue Generation: Drive new premium and revenue through BPs and mapped branches by visiting their clients on joint calls, grow insurance penetration, collaborate with sales & advisory teams, improve cross sales opportunities.
• Product & Market Expertise: Act as one stop shop solution for insurance products, provide quotations, comparisons across products & manufacturers to help clients take informed decisions. Conduct periodic training for branch teams as well as BPs, conduct risk & investment planning webinars/seminars.
• Compliance & Risk Management: Ensure IRDA/internal compliance, maintain documentation, follow approved investment frameworks.

Qualifications

• MBA/PGDM in Finance or Marketing preferred.

Experience

• 3–5 years in Life Insurance or broking companies having exposure in insurance business.

Mandatory Certifications

• IRDA

Key Skills & Competencies

• Knowledge of insurance industry and products.

Interested candidates can share cv on [email removed]