Bancassurance Executive

Job Summary

A growing business / client assignment is looking for a Bancassurance Executive based in Lucknow.

The role involves understanding customer requirements, explaining relevant financial products or services, maintaining a structured pipeline and building relationships over time. Depending on the assignment, there may also be branch, field, partner or portfolio responsibilities and regular performance reporting. Customer-facing sales or relationship experience is useful, while relevant experience from other industries will also be considered. The successful candidate will be expected to take ownership of follow-ups, communicate clearly and contribute beyond simply completing assigned calls or tasks. The expected experience range is 0-4 years; strong candidates with closely relevant experience may also be considered. Candidates from other industries are encouraged to apply where their customer-facing, sales or relationship experience is relevant.

Responsibilities

• Understanding customer requirements
• Explaining relevant financial products or services
• Maintaining a structured pipeline
• Building relationships over time
• Depending on the assignment, there may also be branch, field, partner or portfolio responsibilities
• Regular performance reporting
• Take ownership of follow-ups
• Communicate clearly
• Contribute beyond simply completing assigned calls or tasks

Requirements

• Customer-facing sales or relationship experience is useful
• Relevant experience from other industries will also be considered
• Experience range is 0-4 years; strong candidates with closely relevant experience may also be considered
• Candidates from other industries are encouraged to apply where their customer-facing, sales or relationship experience is relevant