Banca Direct – Relationship Manager
Company: IndiaFirst Life Insurance
Location: Bengaluru (branch-wise deployment across South & West regions)
CTC: ₹4.25 LPA – ₹5.50 LPA (fixed + performance-based incentives)
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📋 Job Summary
Drive life insurance sales through partner bank branches in Bengaluru. You’ll build strong relationships within bank teams, engage customers effectively, pitch suitable products, and work toward monthly/quarterly sales targets, while ensuring top-notch customer experience.
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🔑 Key Responsibilities
• Generate and nurture leads from walk-in and existing bank customers
• Conduct customer meetings, understand needs, and propose appropriate life insurance solutions
• Maintain strong rapport with bank branch staff to enhance referrals
• Clearly explain policy features, benefits, and terms to customers
• Ensure seamless customer service and build repeat client connect
• Meet and exceed assigned monthly and quarterly sales targets
• Ensure accurate documentation and regulatory compliance
• Participate in ongoing training and product updates