Bancassurance Relationship Manager

2 weeks ago


Vijayawada, Andhra Pradesh, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 10,00,000
Job Title

Drive Sales through Bancassurance Partnerships by Developing Strong Relationships with Bank Staff and Achieving Targets.

Key Responsibilities:
  • Build strategic relationships with bank staff to generate business opportunities.
  • Establish and achieve monthly, quarterly, and annual sales targets.
  • Provide in-depth product knowledge and sales training to bank staff.
  • Onboard new customers by efficiently handling documentation and resolving queries.
  • Identify and generate leads for insurance products from the bank's database.
  • Keep bank staff updated on new products and promotions.
  • Maintain compliance with regulatory guidelines and industry standards.
  • Conduct customer meetings and explain product benefits and features.
  • Track business performance and prepare comprehensive MIS reports.
Key Skills & Competencies:
  • Strong relationship-building and networking skills.
  • Effective communication and presentation skills.
  • Customer-focused with problem-solving ability.
  • Ability to work under pressure and meet targets.


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