
Executive Relationship Manager
5 days ago
Job description:
Designation: Executive Relationship Manager
Industry: Life Insurance
Channel :Bancassurance
Location :Kochin & Thrivandrum
Ctc :Up to 4 LPA
Key Responsibilities:
- Relationship Management:
- Build and maintain relationships with bank branch staff, branch managers, and other key stakeholders to enhance the insurance sales process.
- Ensure that the banking partner's staff are well-informed about the life insurance products and services offered, fostering a strong, cooperative relationship.
- Provide regular support, product training, and guidance to bank employees on insurance offerings.
- Sales Support:
- Support sales targets by driving the promotion of life insurance products through the bank's customer base.
- Ensure effective cross-selling of life insurance products, including term life, endowment policies, ULIPs (Unit-Linked Insurance Plans), etc., through various bancassurance channels.
- Identify opportunities to increase insurance penetration by conducting regular visits to bank branches, ensuring that sales goals are met.
- Training and Development:
- Conduct training sessions for bank staff to ensure they are equipped to recommend and sell life insurance products.
- Keep the staff updated on new products, changes in policies, and market trends.
- Customer Acquisition and Retention:
- Target new customers by coordinating with the bank's relationship managers and sales teams.
- Assist in customer retention by ensuring excellent post-sales service, addressing queries, and resolving complaints effectively.
- Track and manage customer leads through CRM tools to ensure timely follow-ups.
- Product Knowledge and Strategy:
- Have an in-depth understanding of the company's life insurance products to help address customer queries and recommend appropriate solutions.
- Work closely with the bank to execute promotional campaigns, meetings, and events to drive product visibility.
- Compliance and Reporting:
- Ensure adherence to all regulatory requirements and company policies during all stages of the sales process.
- Maintain detailed records of client interactions, sales activities, and lead management.
- Provide regular reports on performance, customer feedback, and market conditions to the senior management.
- Customer Relationship Management:
- Maintain a high standard of customer service, ensuring timely follow-ups and resolution of issues.
- Build a rapport with existing clients to encourage repeat business and referrals.
- Collaboration with Internal Teams:
- Work closely with the underwriting, claims, and operations teams to ensure smooth service delivery for bancassurance clients.
- Collaborate with the bank's managers and sales teams to understand customer needs and propose suitable solutions.
Skills and Qualifications:
- Educational Qualification:
- A Bachelor's degree in business, finance, marketing, or related fields is usually required. A Master's degree in business (MBA) or related fields is often preferred.
- Experience:
- 1–2 years of experience in sales, relationship management, or bancassurance roles, preferably in the life insurance or banking sectors or Freshers.
- Experience in financial services or insurance products would be an advantage.
- Key Skills:
- Strong communication and interpersonal skills to build relationships with banking staff and customers.
- Deep knowledge of life insurance products and industry trends.
- Excellent salesmanship and the ability to meet sales targets.
- Problem-solving skills to address client concerns and issues.
Job Type: Full-time
Application Question(s):
- What is your Notice Period?
- What is your Current CTC?
Experience:
- Baking/Insurance/BFSI: 1 year (Required)
Work Location: In person
Job Type: Full-time
Pay: ₹30, ₹35,000.00 per month
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