Relationship Manager

1 day ago

Coimbatore, India JOBS n TA HR Services Full time

Job Summary:

         The Relationship Manager – Bancassurance is responsible for driving life insurance sales through partner bank branches. The role involves building strong relationships with bank staff, educating them about insurance products, and achieving sales targets by leveraging the bank’s customer base.

Key Responsibilities:

  • Drive life insurance business through assigned bank branches.
  • Build and maintain strong relationships with branch staff to generate leads and referrals.
  • Train and motivate bank employees to promote life insurance products.
  • Conduct joint calls with bank staff to pitch suitable insurance solutions to customers.
  • Identify customer needs and offer appropriate life insurance plans.
  • Ensure timely follow-ups and closure of leads.
  • Achieve monthly and quarterly sales targets (premium, policies).
  • Ensure proper documentation, underwriting, and policy issuance processes.
  • Maintain compliance with IRDAI and organizational guidelines.
  • Regularly update sales data and lead status in CRM/MIS systems.

Key Skills & Competencies:

  • Strong communication and relationship-building skills.
  • Target-oriented with a proactive sales mindset.
  • Good understanding of life insurance products and customer financial planning needs.
  • Ability to influence and collaborate with bank staff.
  • Sound knowledge of regulatory and compliance requirements in bancassurance.

Qualifications & Experience:

  • Graduate in any discipline (MBA preferred).
  • Age must be 38.
  • 1–4 years of experience in life insurance or financial product sales (preferably in a bancassurance setup).
  • Prior experience in banking or channel management is an advantage
. Skillset Required: business development, agency manage, banking, relationship manager, agency partner

  • Relationship Manager

    4 weeks ago

    Coimbatore, Tamil Nadu, India Peoplemint Consultants Full time

    Job Title: Relationship Manager – MMG Experience: 10 Years Location: AhmedabadJob Summary: Seeking a seasoned Relationship Manager with 10 years of experience in Mid-Market Group (MMG) banking. The candidate will be responsible for managing and growing a portfolio of mid-sized corporate clients in the Ahmedabad region. Key responsibilities include credit...

  • Relationship Manager

    2 days ago

    Coimbatore, Tamil Nadu, India Aadhar Housing Finance Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionAadhar Housing Finance Ltd. is one of India's largest housing finance companies, serving the home financing needs of low-income communities since 2010. We have empowered over 250,000 customers through our 500+ branches nationwide, managing assets worth INR 21,121 Cr. Our customer-centric approach, driven by empathy, trust, and...

  • Relationship Manager

    7 days ago

    Coimbatore, Tamil Nadu, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Relationship Manager - Business Banking-PRIORITY-Regional sales Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and...

  • Relationship Manager

    2 weeks ago

    Coimbatore, Tamil Nadu, India VSR Hospital Full time ₹ 3,60,000 - ₹ 4,80,000 per year

    Role - Relationship ManagerCompany - Anand Rathi Financial ServicesLocation - CoimbatoreSubmit your resume to Job Summary:We are looking for an experienced and customer-focused Relationship Manager to join our BFSI team. The RM will be responsible for managing client relationships, understanding financial needs, offering tailored banking and investment...

  • Relationship Manager

    1 week ago

    Coimbatore, Tamil Nadu, India Goodwill Wealth Management Pvt Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionGoodwill Wealth Management Pvt Ltd is recognized as a market leader in investment and trade. Renowned for our expertise in financial solutions, we are trusted by our clients for comprehensive investment advice and trading services. Our commitment to excellence has earned us a distinguished reputation, making us a preferred choice in the...

  • Relationship Manager

    2 weeks ago

    Coimbatore, India Bajaj Allianz Life Full time

    ****Only Freshers**** Graduates - Senior Financial Service Manager at 3 lpa fixed + Incentives Post Graduates - Relationship Manager at 3.5 lpa fixed + Incentives JOB ROLE: Responsible for target achievement of Life Insurance. Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer needs to establish a client...

  • Relationship Manager

    2 weeks ago

    Coimbatore, India Writer Business Services Full time

    Role & responsibilities 1 . ATM - Uptime Management Monitor and manage First Level Maintenance (FLM) and Second Level Maintenance (SLM) activities ensuring quick response to ATM incidents. Track and report ATM uptime performance against SLA commitments to client banks. Coordinate with IMSC, field engineers, and vendor partners to minimize service...

  • Relationship Manager

    6 days ago

    Coimbatore, Tamil Nadu, India Writer Business Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilities1 . ATM - Uptime ManagementMonitor and manage First Level Maintenance (FLM) and Second Level Maintenance (SLM) activities ensuring quick response to ATM incidents.Track and report ATM uptime performance against SLA commitments to client banks.Coordinate with IMSC, field engineers, and vendor partners to minimize service...

  • Relationship Manager

    2 weeks ago

    Coimbatore, India SBSHR Full time

    Email: Phone: What's App Only) Role Overview:As a Relationship Manager (Sales Executive) for NEXA, you will be responsible for driving new car sales, maintaining excellent customer relationships, and ensuring customer satisfaction throughout the sales process. Key Responsibilities: Achieve monthly sales targets by generating leads and closing deals. Build...

  • Relationship Manager

    2 days ago

    Coimbatore, Tamil Nadu, India SBSHR Full time ₹ 15,000 - ₹ 2,00,000 per year

    Email: Phone: What's App Only)Role Overview:As a Relationship Manager (Sales Executive) for NEXA, you will be responsible for driving new car sales, maintaining excellent customer relationships, and ensuring customer satisfaction throughout the sales process.Key Responsibilities:Achieve monthly sales targets by generating leads and closing deals.Build and...