Relationship Associate - Bancassurance

Serve as the first point of contact for customers seeking insurance solutions

Build and maintain strong, long-term relationships with existing and potential customers

Understand customer needs and provide suitable life and non-life insurance products

Promote and sell bancassurance products such as life insurance, health insurance, and general insurance

Achieve assigned sales targets and contribute to branch revenue goals

Identify cross-selling opportunities with other banking products

Maintain thorough knowledge of insurance products, features, and benefits

Advise customers on product suitability based on their financial goals and risk profile

Conduct product presentations and policy explanations

Ensure all insurance sales comply with regulatory and internal guidelines

Maintain accurate records of customer interactions, policy documentation, and approvals

Support policy servicing and claims-related queries

Work closely with branch staff, relationship managers, and insurance partners

Track sales performance and submit regular reports to the branch or zonal manager

Participate in training programs to stay updated on new products and market trends