Relationship Associate - Bancassurance

• Develop and maintain productive relationships with banking partners.
• Assist in the training and development of bank staff on insurance products.
• Identify customer needs and promote relevant insurance solutions.
• Support bank employees in the sales process to meet sales targets.
• Ensure compliance with all regulatory requirements and internal policies.
• Provide excellent customer service and respond to inquiries promptly.
• Monitor market trends and feedback to improve product offerings and service delivery.
• Collaborate with internal teams to enhance the customer experience.

• Strong communication and interpersonal skills.
• Ability to build and maintain relationships with clients and partners.
• Knowledge of insurance products and financial services.
• Proficient in sales techniques and customer relationship management.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Familiarity with CRM software and sales tracking tools.
• Understanding of relevant regulatory requirements in the insurance industry.

Branch

Mumbai - GO5

Department

Axis

Function

Branch Banking - West 1