Relationship Manager
2 days ago
Role & responsibilities
Build strong working relationships with bank branch teams (across 4to 5 branches) to drive insurance sales.
Promote life insurance products to bank customers through joint field calls and customer meetings.
Support business growth through new customer acquisition and upselling to existing clients.
Ensure excellent service delivery and assist in customer retention and problem resolution.
Collaborate with bank staff to conduct training and product knowledge sessions.
Track sales performance, generate reports, and share insights with your manager regularly.
Ensure adherence to company processes and regulatory guidelines in all business practices.
Interact with High Net-Worth Individuals (HNIs) and provide them with tailored financial solutions.
Maintain high satisfaction levels among bank partners and customers.
Preferred candidate profile
Communication in English, Hindi & other Regional Language
Keen to work in a highly competitive environment.
Right attitude & never say- die mind-set.
Effective planning, time management and organizational skills.
Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging business knowledge and technical aptitude
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