Executive Relationship Manager

13 hours ago

Kottayam, Kerala, India Factorhuman Resources Pvt Ltd Full time ₹ 25,000 - ₹ 3,30,000 per year

Job description:

Designation: Executive Relationship Manager

Industry: Life Insurance

Channel :Bancassurance

Location :Kottayam, Pathanamthitta,Kollam,Trivandrum

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

Pay: ₹25, ₹33,000.00 per month

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