Financial Service Associate (Bancassurance)

Department Icon Accounting & Finance
Posted: 2 weeks ago
2-7 years
Chennai, Coimbatore, Madurai, Pudukottai, Thirunelveli, Tiruchirappalli, Vellore
Accounting & Finance
work from office
Full Time
Closes 23 Dec 2026

Posted: 2 weeks ago
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Job Description

We are seeking a motivated and dynamic Financial Service Associate (Bancassurance) to join our team in Tamil Nadu. This role offers an exciting opportunity to build a career in the Banking and Insurance sector with a leading corporate organization. As a Financial Service Associate, you will leverage your sales experience to drive business growth and develop strong relationships within the banking ecosystem.

Key Responsibilities:

  • Manage and support assigned bank branches for Life Insurance business.
  • Develop strong working relationships with Branch Managers and Bank Staff to facilitate business operations.
  • Generate business through leads provided by partner bank branches and conduct joint customer meetings.
  • Understand customer requirements and recommend suitable insurance solutions to meet their needs.
  • Train and mentor branch employees on insurance products and effective sales techniques.
  • Generate additional business through walk-ins, customer references, and existing databases.
  • Achieve assigned business targets while maintaining excellent customer service standards.

Required Skills:

  • Proven sales experience, preferably in Banking, Financial Services, or Insurance sectors.
  • Strong interpersonal and communication skills to build relationships with clients and colleagues.
  • Ability to understand customer needs and provide tailored solutions.
  • Experience in training or mentoring is a plus.
  • A valid two-wheeler and driving license are mandatory for this role.

This position offers a competitive salary package ranging from 1.5 Lakh to 5.0 Lakh INR, along with attractive performance incentives. You will also benefit from structured training and professional development opportunities, ensuring long-term career stability and growth within the organization. If you are ready to take your career to the next level and have the required sales experience, we encourage you to apply today.

Skills

MarketingInsuranceSalesFinancial ServicesBanking

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