Relationship Associate/Area Sales manager

9 hours ago

Ernakulam Thiruvananthapuram Thrissur, India Ontrack Hr Services Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Job Description:

To drive insurance sales through banca channel partnerships (banks) by developing and

maintaining strong relationships with branch staff, ensuring effective product placement, and

achieving sales targets.

Key Responsibilities:

• Build and maintain strong working relationships with bank branch staff to generate

insurance business.

• Achieve monthly, quarterly, and annual sales targets through bancassurance channel.

• Educate, train, and motivate bank branch employees on insurance products and sales

processes.

• Ensure smooth onboarding of new customers by handling documentation, policy issuance,

and service queries.

•

Identify potential customers from the banks database and generate leads for insurance

products.

• Provide regular updates to the bank staff on new products, schemes, and promotions.

• Maintain compliance with all regulatory and company guidelines while executing sales.

• Conduct customer meetings, explain product benefits, and assist in policy issuance.

• Track business performance and prepare MIS reports for management review.

Key Skills & Competencies:

• Strong relationship-building and networking skills.

• Good communication and presentation skills.

• Customer-focused with problem-solving ability.

• Ability to work under pressure and achieve targets.

• Knowledge of insurance products and banking operations (preferred).

Requirements

Qualifications & Experience:

• Graduate / Postgraduate in any discipline

• 6 MONTHS 3 years of experience in sales, banking, or insurance. Freshers with strong

sales aptitude may also apply.

• Prior experience in banca sales/financial services will be an added advantage

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