Relationship Manager

1 - 6 years

2 - 4 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

1. Sales & Business Development

  • Achieve monthly and annual life insurance sales targets through assigned bank branches.
  • Generate leads from bank walk-in customers, existing bank portfolios, and branch staff referrals.
  • Recommend suitable life insurance products based on customer needs (protection, savings, retirement, child plans, etc.).
  • Conduct customer presentations and close sales through consultative selling.

2. Branch Relationship Management

  • Build strong relationships with branch managers and staff to drive consistent business volumes.
  • Conduct daily branch visits and joint calls with bank staff to engage high-value customers.
  • Train and motivate bank staff on life insurance products and processes.

3. Customer Service

  • Ensure seamless onboarding, documentation, and issuance processes for customers.
  • Provide after-sales support, ensure customer queries are resolved, and maintain persistency.
  • Conduct periodic portfolio review meetings with customers.

4. Compliance & Process Adherence

  • Follow regulatory guidelines (IRDAI or local equivalent) and internal sales compliance.
  • Maintain accurate records, proposal forms, and required documentation.
  • Adhere to bank and insurance company policies on cross-selling.

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Bwise Solutions

Information Technology

San Francisco

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