Scope of the Role
An Insurance Counselor will be a support function to the Wealth Relationship Manager in supporting and guiding them to in Advising the UHNI / HNI customers the best Insurance plan for the customers.
Job Description
* Support function to the Wealth Relationship Manager
* Offering specialized & personalized Insurance Advise.
* Training the Wealth RM's about the Insurance benefits.
* Build relationship with the Customers, Advising them.
* Guiding them through the complete documentation process.
* Educating the customers about the coverage details.
* Ensuring compliance with the relevant regulations.
Ideal Candidates
Looking for candidates with good Bancassurance experience handle MNC Bank channel or any leading Bank channel. Excellent communication is mandatory.