Relationship Associate/ASM

2 weeks ago

Vijayawada, India Ontrack HR Services Pvt LTD Full time
Job Purpose:

To drive insurance sales through banca channel partnerships (banks) by developing and maintaining strong relationships with branch staff, ensuring effective product placement, and achieving sales targets.

Key Responsibilities:

  • Build and maintain strong working relationships with bank branch staff to generate insurance business.

  • Achieve monthly, quarterly, and annual sales targets through bancassurance channel.

  • Educate, train, and motivate bank branch employees on insurance products and sales processes.

  • Ensure smooth onboarding of new customers by handling documentation, policy issuance, and service queries.

  • Identify potential customers from the bank’s database and generate leads for insurance products.

  • Provide regular updates to the bank staff on new products, schemes, and promotions.

  • Maintain compliance with all regulatory and company guidelines while executing sales.

  • Conduct customer meetings, explain product benefits, and assist in policy issuance.

  • Track business performance and prepare MIS reports for management review.

Key Skills & Competencies:

  • Strong relationship-building and networking skills.

  • Good communication and presentation skills.

  • Customer-focused with problem-solving ability.

  • Ability to work under pressure and achieve targets.

  • Knowledge of insurance products and banking operations (preferred).



Requirements Qualifications & Experience:

  • Graduate / Postgraduate in any discipline (MBA preferred).

  • 6 MONTHS –3 years of experience in sales, banking, or insurance. Freshers with strong sales aptitude may also apply.

  • Prior experience in banca sales/financial services will be an added advantage.



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