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.

More about this Relationship Manager job

1. What is the eligibility criteria to apply for this Relationship Manager job?
   Ans: The candidate should be Graduate and above and above with 6 months - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹25000 per month that depends on your interview. It's a Full Time job in Bangalore.
3. How many working days are there for this Relationship Manager job?
   Ans: This Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Relationship Manager job and during the employment with the company, i.e., Canara Hsbc Life Insurance.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Manager role?
   Ans: There is an immediate opening of 10 Relationship Manager at Canara Hsbc Life Insurance
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Relationship Manager job?
   Ans: This Relationship Manager job has 10:00 AM - 06:00 PM timing.