Relationship Manager

Responsibilities

Role Overview:

The Relationship Manager will be responsible for driving insurance business through the bancassurance channel by managing relationships with bank branches, training bank staff, and ensuring smooth execution of sales processes. The role focuses on achieving sales targets, enhancing customer experience, and maintaining compliance standards.

Key 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

Qualifications & Experience:

• Graduate/Postgraduate in any discipline (MBA preferred).
• 3–5 years of experience in bancassurance insurance sales.
• Familiarity with banking operations and insurance compliance norms.