Insurance Sales Relationship Manager

11 hours ago

Kolkata, West Bengal, India beBeeRelationship Full time ₹ 90,00,000 - ₹ 1,20,00,000
Job Purpose:

To drive insurance sales through bancassurance channels by developing and maintaining strong professional relationships with branch staff, ensuring effective product placement, and achieving sales targets.

Key Responsibilities:
  • Establish and maintain strong working relationships with bank branch staff to generate insurance business.
  • Achieve monthly, quarterly, and annual sales targets via the bancassurance channel.
  • Train and motivate bank branch employees on insurance products and sales processes.
  • Ensure seamless customer onboarding by handling documentation, policy issuance, and service inquiries.
  • Identify potential customers from the bank's database and create leads for insurance products.
  • Provide regular updates to bank staff on new products, schemes, and promotions.
  • Maintain compliance with regulatory and company guidelines while executing sales.
  • Conduct customer meetings, explain product benefits, and assist in policy issuance.
  • Monitor business performance and prepare management reports.
Required Skills & Qualifications:
  • Strong relationship-building and networking skills.
  • Effective communication and presentation skills.
  • Customer-focused with problem-solving ability.
  • Ability to work under pressure and achieve targets.

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