Banking Relationship Manager

4 days ago


Kottayam Thiruvananthapuram Thrissur, India Hrquadrant Full time ₹ 2,00,000 - ₹ 6,00,000 per year

Location: Kerala, India

Company: Leading Life Insurance Organization

Employment Type: Full-Time

Industry: Life Insurance | Banking | Financial Services

Salary: in hand monthly)

Age : Maximum up to 30 yrs

Role & responsibilities

  • Collaborate with banking partners to identify, approach, and engage potential customers through bank branch networks.
  • Generate leads and referrals by leveraging the banks existing client base.
  • Conduct customer needs analysis and financial planning sessions to recommend suitable life insurance products.
  • Build strong relationships and establish trust with customers through consistent follow-ups and high-quality service.
  • Explain product features and benefits clearly to support informed decision-making by clients.
  • Drive cross-selling and upselling of financial products to maximize customer value.
  • Stay up-to-date with insurance industry trends, regulatory changes, and product knowledge to better serve customers.
  • Meet and exceed assigned sales targets and contribute to overall business growth.

Preferred candidate profile

  • Bachelors degree in any stream.(consolidated & provisional certificates are mandatory)
  • Minimum 1 year of experience in any sales.
  • Proven track record in achieving sales targets and driving business development.
  • Strong communication, negotiation, and relationship-building skills.

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