రిలేషన్షిప్ మేనేజర్

Job title: Bancassurance Sales Specialist - Life Insurance & NBFC products

Reports to: Bancassurance Manager

Location: Delhi NCR

Job summary

The Bancassurance Sales Specialist is responsible for driving sales of life insurance products through partnering Non-Banking Financial Company (NBFC) channels. You'll work closely with NBFC staff to build relationships, provide product training, and execute sales and marketing strategies to achieve and surpass sales targets. You will also be responsible for identifying cross-selling opportunities for various financial products offered by the NBFC to its customers. 

Key responsibilities

• Relationship Management:

  • Develop and maintain strong relationships with key stakeholders within the partnered NBFC branches, including branch managers and sales staff.

  • Collaborate with NBFC staff to identify potential customers and leverage their client base to generate leads for life insurance products.

• Sales and Business Development:

  • Drive the sale of life insurance products (e.g., term insurance, endowment plans, ULIPs) through the NBFC channel.

  • Identify new business opportunities within the NBFC customer base and develop strategies to expand sales.

  • Conduct comprehensive needs assessments for NBFC customers to recommend appropriate life insurance solutions.

  • Cross-sell various financial products offered by the NBFC to its customers.

  • Achieve and exceed monthly and annual sales targets.

• Product Expertise and Training:

  • Provide training and support to NBFC personnel on life insurance products, benefits, and sales techniques.

  • Ensure that NBFC staff has a thorough understanding of the products to effectively communicate benefits and features to customers.

• Customer Service and Compliance:

  • Provide excellent customer service by promptly addressing inquiries and resolving issues related to insurance products.

  • Facilitate the sales completion process, including medical reports and policy issuance.

  • Ensure strict compliance with regulatory guidelines (e.g., IRDAI and RBI regulations) and company policies.

  • Maintain accurate sales records and generate reports on sales performance and market trends. 

Qualifications

• Bachelor's degree in business, marketing, or a related field.

• Proven experience in life insurance sales, preferably in the Bancassurance channel.

• Strong understanding of life insurance products and market trends.

• Excellent communication, interpersonal, and negotiation skills.

• Ability to build and nurture relationships with bank/NBFC staff and customers.

• Proven track record of meeting or exceeding sales targets.

• Relevant certifications in insurance or financial services are a plus. 

Skills

• Strong sales acumen and negotiation skills.

• Excellent communication and presentation skills.

• Customer relationship management (CRM) and active listening.

• Analytical skills to assess customer needs and market trends.

• Regulatory compliance and risk assessment.

• Product knowledge in life insurance and NBFC financial products.

• Ability to work independently and as part of a team

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 1 - 6+ years Experience.

రిలేషన్షిప్ మేనేజర్ job గురించి మరింత

1. రిలేషన్షిప్ మేనేజర్ jobకు apply చేయడానికి అర్హతా ప్రమాాణాలు ఏమిటి?
   Ans: అభ్యర్థికి గ్రాడ్యుయేట్, అంత కంటే ఎక్కువ మరియు అంతకంటే ఎక్కువ 1 - 6+ years Experience అనుభవంతో ఉండాలి
2. ఈ Job రోల్ కోసం నేను ఎంత జీతం ఆశించగలను?
   Ans: మీ ఇంటర్వ్యూపై ఆధారపడి శాలరీ ₹22000 - ₹37500 నెలకుని మీరు ఆశించవచ్చు. ఇది ఢిల్లీలో Full Time Job.
3. రిలేషన్షిప్ మేనేజర్ job కొరకు ఎన్ని పనిదినాలు ఉన్నాయి?
   Ans: ఈ రిలేషన్షిప్ మేనేజర్ jobకు 5 working days ఉంటాయి.
4. ఈ రిలేషన్షిప్ మేనేజర్ jobకు apply చేసేటప్పుడు లేదా చేరేటప్పుడు ఏవైనా ఛార్జీలు ఉన్నాయా?
   Ans: లేదు, ఈ రిలేషన్షిప్ మేనేజర్ jobకు కంపెనీలో ఉదాహరణకు, MAX LIFE INSURANCEలో పనిచేసేటప్పుడు ఎలాంటి ఫీజులు వర్తించవు.
5. ఇది ఇంటి నుండి పని చేసే పనినా?
   Ans: లేదు, ఇది ఇంటి వద్ద నుంచి Job కాదు మరియు ఆన్‌లైన్‌లో చేయలేం.
6. ఈ రిలేషన్షిప్ మేనేజర్ రోల్ కు ఎన్ని ఓపెనింగ్‌లు ఉన్నాయి?
   Ans: MAX LIFE INSURANCE వద్ద 60 రిలేషన్షిప్ మేనేజర్ ఇమ్మీడియెట్ ఓపెనింగ్ ఉంది
7. ఈ Jobకు ఎవరు apply చేసుకోవచ్చు?
   Ans: ఈ అమ్మకాలు / వ్యాపార అభివృద్ధి jobకి పురుష, మహిళా అభ్యర్థులు apply చేసుకోవచ్చు.
8. ఈ రిలేషన్షిప్ మేనేజర్ Job టైమింగ్స్ ఏమిటి?
   Ans: ఈ రిలేషన్షిప్ మేనేజర్ jobకు 09:00 सुबह - 06:00 शाम టైమింగ్ ఉంటుంది.