Relationship Manager-Banca

We are seeking a talented and driven Relationship Manager to join our Bancassurance team. In this role, you will be responsible for building and nurturing relationships with Banca partners, which are a vital part of our business strategy. Your primary focus will be to enhance our market presence and drive sales through effective collaboration and strategic planning. This role offers an exciting opportunity to work closely with Banca partners and contribute to the overall success of our organization.

Responsibilities

• Develop and execute strategies to strengthen relationships with Banca partners, ensuring long-term partnerships.
• Identify and pursue new business opportunities with Banca clients, expanding our customer base.
• Collaborate with Banca partners to create tailored financial solutions and products for their customers.
• Monitor market trends and competitor activities, providing insights to the team for strategic decision-making.
• Ensure compliance with regulatory requirements and maintain high ethical standards in all interactions.
• Manage and resolve any client-related issues or complaints, maintaining a high level of customer satisfaction.
• Conduct regular performance reviews and provide feedback to Banca partners, offering support and guidance.
• Stay updated on industry developments and attend relevant industry events to represent the company.
• Prepare and present periodic reports on relationship management activities and sales performance.

Qualifications

• Bachelor's degree in Business, Finance, or a related field is preferred.
• Minimum 3 years of experience in relationship management or a similar role, preferably in the financial industry.
• Strong knowledge of banking and insurance products and services, with an understanding of the Bancassurance model.
• Excellent communication and interpersonal skills, with the ability to build rapport and negotiate effectively.
• Proven track record of developing and maintaining strong client relationships, with a focus on sales and business development.
• Analytical skills to interpret data and market trends, and make informed strategic decisions.
• Ability to work independently and manage multiple tasks simultaneously, with strong organizational skills.
• Proficiency in Microsoft Office and other relevant software tools for relationship management.
• Willingness to travel as required for client meetings and industry events.
• Fluency in English is mandatory, and knowledge of other languages is an advantage.