Bancassurance Relationship Specialist

5 days ago


Faridabad, Haryana, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 10,00,000

Job Title:

  • Relationship Manager-Bancassurance
Key Responsibilities and Deliverables:
  • Activate advisors as per plan on a monthly basis.
  • Maintain active advisor productivity in line with the set targets.
  • Build strong business relationships to facilitate work activities.
  • Regularly evaluate reporting agents' performance and provide them with constructive feedback (ensuring career progression from TAs to SAs and AOs within the agency).
  • Drive revenue growth through face-to-face or digital interactions with customers.
  • Conduct weekly review sessions with reporting managers.
  • Attend all company meetings and training programs.
  • Ensure at least two joint calls are made daily.
  • Comply with established company policies and procedures.
Education and Experience Requirements:

Minimum of a Bachelor's degree

At least 2-3 years of experience, preferably in insurance sales.



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