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Relationship Manager-Banca

USGI Career Portal

Chilakalūrupet
Full-Time
0-3 Years experience

Description

  • Develop and maintain strong relationships with partner bank branches and key stakeholders.
  • Drive life/general insurance product sales through assigned bank branches.
  • Achieve monthly, quarterly, and annual business targets.
  • Identify customer needs and provide suitable insurance solutions.
  • Conduct joint sales calls with bank staff and support customer acquisition activities.
  • Train and coach branch employees on insurance products, sales processes, and compliance requirements.
  • Monitor lead generation, conversion ratios, and business performance metrics.
  • Ensure proper documentation and adherence to regulatory and company compliance standards.
  • Resolve customer queries and provide post-sales support.
  • Prepare and present regular sales and performance reports.

Eligibility Criteria

  • Seniority: Senior Level
  • Languages: English

About USGI Career Portal

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Industry: Insurance0Website