Relationship Manager

2 days ago

Malappuram, Kerala, India bf195a44-9910-49d8-8daa-d2422c2d916f Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Position: Relationship Manager

Industry: Insurance

Location: Malappuram

Preferred Candidates: Professionals with prior experience in the Insurance Industry

General Overview of the Role

The Relationship Manager – Life insurance will be responsible for building and managing relationships with channel partners, ensuring smooth business acquisition, and driving sales of credit life insurance products. The role requires excellent communication, networking, and business development skills to achieve sales targets while maintaining strong client satisfaction and long-term relationships.

Key Responsibilities:

  • Lead Generation & Prospecting:

Identify and generate leads through in-branch lead generators, walk-in customers, and the bank's customer database. Build and maintain a healthy sales pipeline to meet assigned targets.

  • Client Consultation & Financial Needs Assessment:

Conduct detailed discussions with customers to understand their insurance and investment requirements. Recommend suitable products from the company's portfolio based on their needs and financial goals.

  • Sales Closure & Documentation:

Facilitate the end-to-end sales process, including proposal form filling, medical coordination, documentation, and policy issuance. Ensure 100% accuracy and adherence to compliance standards.

  • Relationship Management:

Maintain strong, long-term relationships with clients to encourage renewals, referrals, and cross-selling opportunities. Provide post-sale support and address customer queries promptly.

  • Cross-Selling & Up-Selling:

Identify opportunities to cross-sell and up-sell relevant insurance and investment products to existing customers, thereby maximizing business potential.

  • Reporting & Compliance:

Ensure adherence to company sales processes, timely submission of daily, weekly, and monthly reports, and compliance with regulatory and audit requirements.

  • Team Collaboration:

Work closely with branch staff, lead generators, and internal teams to ensure smooth coordination and effective client servicing.

Skills & Qualifications Required

Education & Experience:

  • Bachelor's / Master's degree in Business/Finance/Management or related field (required).
  • Minimum 1–4 years of Experience
  • Candidates preferably having life insurance/cross selling experience in banking.
  • Proven track record in business development, client handling, and relationship management.
  • Benefits:
  • Cell phone reimbursement
  • Food allowance
  • Health insurance
  • Life insurance
  • Leave encashment
  • Paid sick leave and paid time off
  • Provident Fund
  • Attractive performance-based incentives

Skills & Competencies:

  • Excellent communication, negotiation, and presentation skills.
  • Ability to build and maintain strong professional relationships.
  • Strong business acumen with a sales-oriented mindset.
  • Proficiency in MS Office
  • Self-motivated with ability to work independently and meet targets.
  • Interested Candidates can send their CV to
  • To connect :

Job Type: Full-time

Application Question(s):

  • Do you have any experience in handling Insurance/ Cross selling in bank?

Work Location: In person

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