Enhance Customer Relationships and Drive Business Growth

6 days ago


Gurgaon, Haryana, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Relationship Manager Bancassurance Job Opportunity

As a pivotal member of our organization, you will be entrusted with identifying and conducting regular sales calls to acquire new customers and expand existing portfolios. You will deliver comprehensive product information to clients, monitor leads, and ensure adherence to all sales systems, operational guidelines, and regulatory requirements.

Key Responsibilities:
  • Conduct daily sales calls to establish meaningful relationships with clients
  • Achieve new customer acquisition and generate targeted premium revenue
  • Deliver detailed product information to customers
  • Monitor and fulfill prospect and customer leads in a timely manner
  • Cross-sell and upsell products to existing customers to drive growth
  • Build and maintain relationships to ensure persistency and renewals
Preferred Candidate Profile:
  • Age 32 years maximum
  • 1-3 years of experience in Bancassurance or Banking with insurance as cross-sales product
  • Effective communication skills and strong interpersonal abilities

Why is this role crucial for success?

This role is critical in driving business growth through effective relationship management and sales strategies. As a Relationship Manager Bancassurance, you will play a key part in identifying opportunities, building trust, and delivering exceptional customer experiences.

What skills and qualifications do I need?

To excel in this role, you should possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients. Your proficiency in Bancassurance or Banking with insurance as cross-sales product is also essential.



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