Relationship Associate - Bancassurance

We are looking for a highly motivated and results-driven Relationship Associate to join our team in the bancassurance sector. The ideal candidate will have excellent communication skills, a strong background in sales, and a passion for building relationships with clients.

Roles and Responsibility

• Develop and maintain strong client relationships to understand their financial goals and provide tailored solutions.


• Identify new business opportunities and generate leads through networking and referrals.


• Conduct thorough needs analysis to provide comprehensive financial planning services.


• Collaborate with internal teams to ensure seamless delivery of products and services.


• Stay up-to-date with industry trends and competitor activity to stay ahead in the market.


• Achieve sales targets and contribute to the growth of the organization.

Job Requirements

• Proven experience in sales, preferably in the insurance or banking sector.


• Excellent communication, interpersonal, and negotiation skills.


• Strong analytical and problem-solving skills with attention to detail.


• Ability to work in a fast-paced environment and meet deadlines.


• Proficiency in Microsoft Office and other productivity software.


• Strong knowledge of financial products and services, including life insurance, mutual funds, and investment plans.