
Relationship Manager
3 days ago
Job Role: Bancassurance/Life Insurance
About the Job:We are seeking Relationship Managers to join our team in multiple locations across Telangana. As a Relationship Manager, you will play a key role in driving business through the bancassurance channel by building strong relationships with existing bank customers and exploring new opportunities.
Key Responsibilities:- You will be provided with leads from assigned bank branches and will be responsible for direct selling of various financial and life insurance products to these customers.
- You will explore customers' financial needs in life-related investments and insurance, and recommend appropriate products.
- You will build and maintain strong customer relationships and promote business development.
- You will accurately complete sales documentation and ensure smooth policy issuance.
- You will acquire new customers by leveraging the bank's database, walk-ins at the branch, and self-generated prospects.
- You will facilitate completion of medical reports and ensure timely policy issuance.
- You will explore opportunities to develop new segments/markets in alignment with our company's growth strategy.
- You will support fellow Relationship Managers and bank sales staff through product knowledge coaching, sales process support, joint customer visits, and demonstrating effective sales behavior.
To be successful in this role, you should have:
- A minimum of 1 year of experience in insurance sales (any insurance channel).
- Candidates from the insurance and banking sectors are preferred.
- Insurance or BFSI experience is mandatory.
- Graduation is compulsory.
- A good track record and stable career history.
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