Relationship Manager

Key Responsibilities

1. Sales & Business Development

• Achieve monthly/quarterly/annual sales targets for life insurance products via the bancassurance channel.

• Identify and convert potential life insurance opportunities from bank customers.

• Cross-sell and upsell relevant life insurance plans to meet customer needs.

• Ensure accurate product positioning and explain policy features, benefits, and exclusions clearly.

2. Relationship Management

• Build, strengthen, and maintain effective relationships with banking partners (relationship managers, branch managers, operations).

• Act as the primary point of contact for bancassurance partners on all life insurance-related queries.

• Conduct regular liaison meetings with bank staff to share product updates and performance reviews.

3. Customer Advisory & Service

• Assess customer requirements and recommend appropriate life insurance solutions.

• Provide end-to-end support from policy issuance, premium collection, and follow-up.

• Resolve customer concerns or escalations in collaboration with internal teams.

4. Coordination & Reporting

• Coordinate with underwriting, operations, and backend teams to ensure smooth policy processing.

• Maintain accurate records of sales activities, customer engagements, and follow-ups.

• Prepare and submit regular performance reports to the Bancassurance Sales Head.

5. Compliance & Process Adherence

• Ensure all sales practices comply with regulatory and company standards.

• Adhere to KYC, documentation norms, and internal SOPs.

• Participate in audits and quality checks, ensuring minimal exceptions.

6. Training & Enablement

• Conduct periodic product and process training for bank staff to enhance bancassurance productivity.

• Support induction sessions for new banking partners or branch teams when required.

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