Relationship Manager

Responsibilities

• Drive insurance sales and achieve premium targets through assigned bank branches.
• Build and maintain relationships with bank staff, branch managers, and customers.
• Act as the primary insurance contact for bank branches, addressing queries and concerns.
• Conduct regular training sessions on insurance products and sales techniques for bank employees.
• Provide on-site support for lead generation and policy issuance processes.
• Assist bank customers in understanding insurance solutions and completing necessary documentation.
• Ensure high customer satisfaction and timely service delivery for insurance-related matters.
• Adhere to IRDAI regulations and company policies, maintaining compliance at all times.
• Prepare and maintain accurate MIS reports, providing regular updates to the management team.
• Collaborate with the Bancassurance team to develop and implement effective sales strategies.

Qualifications

• Bachelor's degree in business, Finance, Insurance, or a related field.
• 2+ years of experience in insurance sales or a similar role, preferably in a bancassurance setting.
• Strong knowledge of insurance products and the ability to explain complex concepts simply.
• Excellent interpersonal and communication skills, with a customer-centric approach.
• Proven track record of achieving sales targets and building productive relationships.
• Ability to work independently and manage multiple tasks effectively.
• Proficiency in MS Office and experience with CRM systems is preferred.
• Willingness to undergo training and stay updated on insurance regulations and products.
• Strong organizational skills and attention to detail.
• Flexibility to travel to assigned bank branches as required.