Relationship Manager

4 days ago

Delhi, Delhi, India SparkHIVE Full time ₹ 12,00,000 - ₹ 36,00,000 per year
The Relationship Manager plays a crucial role in the organization by being the primary point of contact between the company and the partnered bank. They are responsible for developing and maintaining relationships with the bank's customers to drive insurance sales and achieve business targets. This role is pivotal in expanding the market presence and ensuring customer satisfaction.
Key Responsibilities:
  • Build and manage relationships with the bank's staff and customers to promote life insurance products.
  • Meet sales targets and lead generation goals within the assigned bank branches.
  • Provide personalized financial planning and insurance solutions to customers based on their needs.
  • Regular training and product updates should be conducted for bank staff to enhance their understanding of life insurance products.
  • Collaborate with the bank's team to identify and capitalize on cross-selling opportunities.
  • Handle customer queries, issues, and escalations related to insurance products.
  • Ensure compliance with regulatory standards and company policies
  • Prepare and maintain sales reports, customer databases, and market intelligence
  • Participate in promotional events, campaigns, and lead-generation activities
  • Monitor market trends, competitor activities, and industry developments to provide feedback for product enhancement
  • Contribute to the development and implementation of sales strategies and marketing plans
  • Stay updated with industry knowledge, market changes, and best practices in insurance sales
  • Collaborate with internal teams like underwriting, claims, and customer service to ensure a seamless customer experience
  • Represent the company professionally and ethically at all times
Required Qualifications:
  • Bachelor's degree in any discipline
  • Proven work experience as a Relationship Manager in the bancassurance, insurance industry
  • Strong understanding of life insurance products, sales techniques, and financial planning principles
  • Excellent communication, negotiation, and interpersonal skills
  • Ability to build and maintain strong, long-lasting customer relationships
  • Proficiency in using CRM software, MS Office, and sales tracking tools
  • Demonstrated track record of achieving sales targets and driving business growth
  • Sound knowledge of regulatory requirements and compliance standards in the insurance sector
  • Certification in Insurance or Financial Planning (e.g., LOMA, CFP) will be an added advantage
  • Ability to work independently, prioritize tasks, and handle multiple responsibilities effectively
  • Adaptable, proactive, and result-oriented approach towards meeting and exceeding objectives
  • Willingness to travel and work flexible hours as per business requirements
  • Strong analytical skills to assess market trends, customer needs, and sales performance
  • Professional demeanor with a high level of integrity, ethics, and commitment to customer satisfaction
  • Ability to thrive in a fast-paced, dynamic work environment with a focus on teamwork and collaboration

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