Relationship Manager - Gurgaon

Job Title:

Job Summary:

Bancassurance Sales Manager

Key Responsibilities:

1. Business Development through Bank Channel

• Drive life insurance sales by leveraging the bank’s customer base.
  
• Collaborate with bank branch managers and staff to generate leads and close sales.
  
• Conduct regular branch visits and maintain strong working relationships with bank employees.
  
• Execute joint marketing activities and lead generation campaigns within the bank network.
  

2. Sales Management

• Achieve and exceed assigned sales targets (monthly/quarterly/annual).
  
• Assist bank staff in identifying insurance needs of customers and providing suitable solutions.
  
• Ensure seamless execution of sales process, from prospecting to policy issuance.
  

3. Training and Development

• Train and motivate bank branch staff on life insurance products, processes, and compliance requirements.
  
• Conduct product knowledge sessions, morning huddles, and refreshers to ensure readiness and alignment.
  

4. Relationship Management

• Act as the single point of contact for bank partners in the assigned territory.
  
• Build and maintain strong business relationships with key bank stakeholders.
  
• Resolve customer and partner issues promptly and professionally.
  

5. Compliance & Reporting

• Ensure all sales and operational processes adhere to regulatory and company guidelines.
  
• Maintain accurate MIS and reports on sales performance, branch activities, and pipeline status.
  
• Coordinate with internal teams for smooth policy processing, underwriting, and claims.
  

Key Requirements:

• Education:

  Graduate (any discipline); MBA preferred

• Experience:

  2–5 years in life insurance or bancassurance sales

• Skills:

• Strong sales and negotiation abilities
  
• Good interpersonal and communication skills
  
• Ability to build rapport with bank staff and customers
  
• Basic understanding of financial products and regulatory norms