Relationship Manager - Banca

Experienced professional in GI Insurance with more than 3 years of expertise in sales, relationship management, policy servicing, and customer acquisition. Skilled in handling branch business, achieving targets, team coordination, and maintaining strong customer relationships. Proven ability to generate business growth and deliver quality service.

Responsibilities

Handling and managing 29 bank branches across multiple banking partners.
Managing relationships with Indian Bank, Indian Overseas Bank, KBL, Unity Bank, and PNB branches.
Driving life insurance business through branch banking channels.
Achieving sales targets and business growth from allocated branches.
Conducting regular branch visits, training, and business development activities.
Coordinating with branch staff for lead generation and customer support.
Ensuring timely policy issuance and customer service support.
Monitoring branch performance and maintaining strong business relationships.

Branch Details:

Indian Bank – 12 Branches
Indian Overseas Bank – 12 Branches
KBL – 1 Branch
Unity – 1 Branch
PNB – 3 Branches
Total Branches – 29

Qualifications

BACHLOR OF COMMERCE