1 - 6 years
0 Lacs
Posted:-1 days ago|
Platform:
On-site
Full Time
Job Description: Banca Channel Relationship Manager (Insurance)
Position Title: Banca Channel Relationship Manager
Industry: Insurance (Life / Health / General)Channel: Banca (Bancassurance)Location: [City/Branch Location]Reports To: Area Sales Manager / Branch Manager
Key Responsibilities:
Business Development:
Drive sales of insurance products (life/general/health) through the bank branch network.
Achieve monthly and annual sales targets assigned for the bancassurance channel.
Maintain relationships with bank staff and ensure product knowledge and motivation are high.
Relationship Management:
Build strong relationships with the bank branch manager and staff.
Conduct regular training sessions for bank staff to ensure awareness of products and processes.
Support bank staff in client interactions and joint calls, if required.
Sales & Target Achievement:
Generate leads and close sales through the bank channel.
Drive cross-selling and upselling of insurance products to bank customers.
Ensure high levels of customer satisfaction and post-sale service.
Reporting & Compliance:
Maintain records of leads, prospects, and conversions.
Ensure all regulatory and compliance requirements are met.
Report daily/weekly sales activities and performance.
Requirements:
Education: Graduate (any discipline); MBA preferred.
Experience: 15 years in insurance sales or financial services. Prior experience in the Banca channel is a plus.
Skills:
Good communication and interpersonal skills.
Target-oriented and self-motivated.
Understanding of banking and insurance products.
Benefits:
Fixed salary + incentives
Travel allowance (if applicable)
Career progression opportunities
Training and development support
Hr Venture Hiring For Relationship Manager
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