Edelweiss Life Insurance
Website:
edelweisslife.in
Job details:
Company Description Edelweiss Life Insurance, established in July 2011, is focused on helping individuals protect their dreams and aspirations through thoughtfully designed life insurance solutions. The company emphasizes innovation, simplicity, and a modern approach that reflects the expectations of today’s customers. With a strong customer-centric philosophy, Edelweiss Life Insurance offers need-based and innovative products to help people live their #zindagiunlimited. It operates through multiple distribution channels to serve customers efficiently across the country, providing accessible insurance solutions and support.
Role Description The Bancassurance Specialist will work on-site in Thrissur and will be responsible for driving life insurance business through bank branches in the assigned region. This full-time role involves building and maintaining strong relationships with bank staff, conducting regular product trainings, and supporting them in identifying and converting insurance sales opportunities. The specialist will meet prospective customers referred by bank partners, understand their needs, and recommend appropriate life insurance solutions. Daily tasks include achieving sales and revenue targets, ensuring high levels of customer service, assisting with proposal documentation, and adhering to regulatory and company compliance standards. The role also requires regular reporting of branch performance, providing market feedback, and participating in local sales campaigns and promotional activities.
Qualifications
- Strong sales and relationship management skills, with the ability to collaborate effectively with bank staff and customers.
- Good knowledge of life insurance products and basic financial concepts, with the ability to explain solutions clearly and responsibly.
- Effective communication and interpersonal skills, including presentation and negotiation abilities.
- Customer service orientation, with a focus on need-based selling and long-term client relationships.
- Proven ability to work towards targets, manage time efficiently, and handle multiple branches or stakeholders.
- Comfort with basic digital tools and CRM or sales tracking systems used in bancassurance or financial services.
- Previous experience in bancassurance, life insurance, or financial services sales is preferred.
- Bachelor’s degree in any discipline; relevant certifications in insurance or finance would be an advantage.
- Familiarity with local market dynamics in Thrissur or surrounding regions and willingness to work on-site at bank locations.
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