Relationship Manager
5 days ago
Designation- Relationship Manager
Channel- Banca
CTC- 4.05 LPA
Key Responsibilities
Sales & Revenue Generation
Achieve assigned monthly, quarterly, and annual life insurance sales targets.
Generate leads and ensure conversion through walk-ins, referrals, and cold calling (where applicable).
Drive high-quality and compliant insurance sales through effective need-based selling.
2. Channel Partner Relationship Management
Build and nurture strong relationships with branch managers, staff, and key influencers.
Conduct regular meetings and joint calls with bank staff to drive insurance penetration.
Act as the single point of contact for bank staff for all insurance-related queries and escalations.
3. Customer Service & Retention
Ensure smooth onboarding of customers, proper documentation, and timely issuance of policies.
Handle post-sale services like policy delivery, renewal follow-up, claims coordination, etc.
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