Relationship Manager

Key Responsibilities:

• Building Relationships:

  Establishing and maintaining strong relationships with bank staff, including Branch Managers, Relationship Managers (RMs), and other key decision-makers. 

• Achieving Sales Targets:

  Consistently meeting and exceeding sales targets for life insurance products sold through the bank's branches. 

• Product Knowledge:

  Possessing in-depth knowledge of life insurance products and banking products to effectively address customer needs and recommend appropriate solutions. 

• Customer Service:

  Providing excellent pre- and post-sales service to both bank staff and customers, ensuring a positive experience and addressing any queries or concerns. 

• Business Development:

  Identifying and generating new business opportunities within assigned bank branches and relationships. 

• Strategic Planning:

  Developing and implementing short-term and long-term plans to achieve sales targets and drive business growth. 

• Team Management:

  (In some roles) Leading and motivating a team of sales professionals to achieve collective sales targets. 

• Compliance:

  Ensuring compliance with all relevant regulations and internal policies related to insurance sales and customer service. 

Skills and Qualifications:

• Sales and Business Development:

  Strong sales skills, experience in direct sales or a related field, and a proven ability to achieve sales targets. 

• Relationship Building:

  Excellent interpersonal and communication skills to build rapport with bank staff and customers. 

• Product Knowledge:

  A strong understanding of life insurance products and banking products. 

• Customer Service:

  A commitment to providing excellent customer service and building long-term relationships. 

• Analytical Skills:

  Ability to analyze customer needs, identify cross-selling opportunities, and develop effective sales strategies. 

• Teamwork:

  Ability to work effectively with internal teams and bank staff to achieve common goals. 

• Leadership (for some roles):

  (For management roles) Proven ability to lead, motivate, and develop a team of sales professionals. 

Example Job Titles:

Relationship Manager - Banca Channel, Bancassurance Manager, Cluster Manager - Bancassurance, Zonal Head - Banca Channel, and Territory Manager - Banca. 

• It is a Full Time Sales / Business Development job for candidates with 6 months - 2 years of experience.