Relationship Manager

Responsibilities

• Business Development:
  • Drive insurance sales through assigned bank branches.
  • Achieve monthly, quarterly, and annual premium targets.
• Relationship Management:
  • Build and maintain strong relationships with bank staff and branch managers.
  • Act as the primary point of contact for all insurance-related queries at the branch.
• Training & Support:
  • Conduct regular training sessions for bank employees on insurance products and sales techniques.
  • Provide on-ground support for lead generation and policy issuance.
• Customer Engagement:
  • Assist bank customers in understanding insurance solutions and completing documentation.
  • Ensure high levels of customer satisfaction and timely service delivery.
• Compliance & Reporting:
  • Ensure adherence to IRDAI regulations and company policies.
  • Maintain accurate MIS reports and share updates with the management team.

Qualifications

• Graduate/Postgraduate in any discipline (MBA preferred).
• 2–5 years of experience in Bancassurance insurance sales channel.
• Familiarity with banking operations and insurance compliance norms