Relationship Manager

3 days ago


Korba, Chhattisgarh, India beBeeInsurance Full time ₹ 15,00,000 - ₹ 28,00,000

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.
Required Candidate Profile:

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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