Relationship Manager

🔹 Key Responsibilities

1️⃣ Business Development

• Generate life insurance business from assigned bank branches.

• Achieve monthly sales targets for insurance products.

• Cross-sell and upsell products to bank customers visiting the branch.

• Conduct need-based selling to ensure best-fit solutions.

2️⃣ Bank Relationship Management

• Build strong relationships with bank branch managers and staff.

• Regularly engage with branch teams to activate and motivate them for insurance sales.

• Participate in joint customer meetings with bank employees.

3️⃣ Customer Handling

• Understand customer needs and offer suitable life insurance plans.

• Assist customers with policy information, documentation, and onboarding.

• Ensure high levels of customer satisfaction and retention.

4️⃣ Training & Support

• Provide product training and refresher sessions to bank staff.

• Share daily/weekly MIS updates and branch performance reports.

• Support bank teams with lead conversion and queries.

5️⃣ Compliance & Process Adherence

• Ensure adherence to IRDAI guidelines and company policies.

• Maintain accurate documentation and audit-ready records.

• Follow all compliance and regulatory norms during sales.

🔹 Desired Candidate Profile

• Experience: 1–5 years in Life Insurance / Banking / Financial Sales.

• Education: Graduate or above.

• Strong communication and relationship management skills.

• Ability to drive sales and work under targets.

• Good knowledge of life insurance products preferred.

🔹 Key Skills

• Relationship Management

• Sales & Target Achievement

• Customer Handling

• Bank Coordination

• Product Knowledge (Life Insurance)

• Communication & Presentation Skills

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