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- 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.
- Display exemplary conduct and live by the Group's Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Lead to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment].
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association.
- 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.
- Level of the individual has high dependency on technical ability and personal effectiveness.
- Candidate should be IRDA certified before commencing servicing / closure of leads.
- Strong orientation towards internal customer satisfaction and servicing.
- Insurance
- Bancassurance
- Product knowledge
Sr. Insurance Specialist - Hyderabad, India - Standard Chartered Bank
Description
Role Responsibilities
Job Role
Reporting to Cluster head, the position is responsible for managing the sale of Life 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
Regulatory and Business Conduct
Our Ideal Candidate
Role Specific Technical Competencies