
Associate Relationship Manager – Bancassurance Channel
An Associate Relationship Manager in the Bancassurance Channel helps grow life insurance sales through Bank Partners by building relationships with bank staff, supporting insurance product promotion, and achieving business targets through the bank network.
Key Responsibilities
Manage and nurture relationships with assigned bancassurance partners (banks or bank branches).
Promote HDFC Life insurance products to bank staff and customers to drive sales.
Collaborate with bank employees to generate leads and convert them into policies.
Support and train bank staff on key product features and sales processes.
Achieve assigned sales targets (e.g., new policies, premium collected).
Conduct regular branch visits to maintain active engagement and business momentum.
Handle customer queries and ensure excellent service delivery at bank touchpoints.
Monitor sales performance and report results to higher management.
Provide feedback on market trends and competition to inform strategy.