Hiring For Relationship Manager

1 - 5 years

2 - 4 Lacs

Posted:1 week ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

  • Leverage the bank's vast customer base to cross-sell insurance products effectively, creating a win-win for the bank, insurer, and customer.
  • A Bancassurance Relationship Manager (RM) drives insurance sales through bank branches by building strong ties with bank staff, training them on products, identifying customer needs, and selling suitable life/general insurance solutions to meet targets, while ensuring compliance and handling service issues, essentially bridging the gap between banks and insurers for mutual growth.
  • Key Responsibilities:

    • Sales & Target Achievement: Drive insurance business (premium/policies) through assigned bank branches, meeting monthly/quarterly targets.
    • Relationship Building: Cultivate strong relationships with bank branch managers, staff, and other stakeholders.
    • Training & Motivation: Conduct product training, awareness sessions, and motivate bank employees to promote insurance.
    • Customer Engagement: Identify customer financial needs, pitch solutions, conduct joint sales calls, and manage leads.
    • Operations & Compliance: Ensure proper documentation, policy issuance, and adherence to regulatory (e.g., IRDAI) guidelines.
    • Reporting & Strategy: Monitor sales performance, update CRM, and provide reports; implement strategies for growth.
    • Grievance Handling: Address customer and bank staff queries/complaints

Preferred candidate profile

Candidate with min 1 yrs in Life insurance sales

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You