Relationship Associate - Bancassurance

• Build and maintain relationships with bank partners to enhance collaboration and sales performance.
• Educate and train bank staff on life insurance products and effective sales techniques.
• Monitor sales performance and provide actionable insights to improve results.
• Conduct client meetings to assess their financial needs and recommend suitable insurance solutions.
• Ensure compliance with regulatory requirements and company policies.
• Collect and analyze customer feedback to enhance service offerings.
• Collaborate with marketing teams to execute promotional campaigns.

• Strong interpersonal and relationship-building skills.
• Excellent communication and presentation abilities.
• Ability to understand and analyze customer needs and market trends.
• Problem-solving skills to address client inquiries and service issues.
• Proficiency in sales techniques and negotiation skills.
• Strong organizational skills with attention to detail.

• Customer Relationship Management (CRM) software
• MS Office Suite (Word, Excel, PowerPoint)
• Data analysis tools for market and sales performance analysis
• Communication tools (Email, video conferencing platforms)
• Reporting tools to track sales metrics and performance outcomes

Branch

Bhubaneswar

Department

Axis

Function

Branch Banking - East 2