Executive Relationship Manager

16 hours ago

Kottayam KL IN Factorhuman Resources Pvt Ltd Full time

Job description Designation Executive Relationship Manager Industry Life Insurance Channel Bancassurance Location Kottayam Pathanamthitta Kollam Trivandrum Ctc Up to 4 LPA Key Responsibilities Relationship Management Build and maintain relationships with bank branch staff branch managers and other key stakeholders to enhance the insurance sales process Ensure that the banking partner s staff are well-informed about the life insurance products and services offered fostering a strong cooperative relationship Provide regular support product training and guidance to bank employees on insurance offerings Sales Support Support sales targets by driving the promotion of life insurance products through the bank s customer base Ensure effective cross-selling of life insurance products including term life endowment policies ULIPs Unit-Linked Insurance Plans etc through various bancassurance channels Identify opportunities to increase insurance penetration by conducting regular visits to bank branches ensuring that sales goals are met Training and Development Conduct training sessions for bank staff to ensure they are equipped to recommend and sell life insurance products Keep the staff updated on new products changes in policies and market trends Customer Acquisition and Retention Target new customers by coordinating with the bank s relationship managers and sales teams Assist in customer retention by ensuring excellent post-sales service addressing queries and resolving complaints effectively Track and manage customer leads through CRM tools to ensure timely follow-ups Product Knowledge and Strategy Have an in-depth understanding of the company s life insurance products to help address customer queries and recommend appropriate solutions Work closely with the bank to execute promotional campaigns meetings and events to drive product visibility Compliance and Reporting Ensure adherence to all regulatory requirements and company policies during all stages of the sales process Maintain detailed records of client interactions sales activities and lead management Provide regular reports on performance customer feedback and market conditions to the senior management Customer Relationship Management Maintain a high standard of customer service ensuring timely follow-ups and resolution of issues Build a rapport with existing clients to encourage repeat business and referrals Collaboration with Internal Teams Work closely with the underwriting claims and operations teams to ensure smooth service delivery for bancassurance clients Collaborate with the bank s managers and sales teams to understand customer needs and propose suitable solutions Skills and Qualifications Educational Qualification A Bachelor s degree in business finance marketing or related fields is usually required A Master s degree in business MBA or related fields is often preferred Experience 1-2 years of experience in sales relationship management or bancassurance roles preferably in the life insurance or banking sectors or Freshers Experience in financial services or insurance products would be an advantage Key Skills Strong communication and interpersonal skills to build relationships with banking staff and customers Deep knowledge of life insurance products and industry trends Excellent salesmanship and the ability to meet sales targets Problem-solving skills to address client concerns and issues Job Type Full-time Job Type Full-time Pay 25 000 00 - 33 000 00 per month

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