Posted:3 weeks ago|
Platform:
Work from Office
Full Time
Job Summary : We are hiring a results-driven and customer-focused Relationship Manager / Business Development Manager to join our growing banca channel sales team. The role involves working closely with partner bank branches to promote life insurance products, build long-term client relationships, and drive revenue through strategic sales initiatives. This position is ideal for Tamil-speaking candidates who have a passion for field sales, enjoy travelling to meet clients, and have experience in insurance, banking, NBFC, or other financial services. Key Responsibilities : - Build and maintain strong relationships with customers and partner bank branches as part of the banca channel. - Understand customer financial needs and recommend suitable life insurance solutions. - Act as a relationship officer, guiding clients through the insurance process and ensuring customer satisfaction. - Generate leads through bank referrals, networking, and field sales activities. - Engage in regular travel to bank branches and customer locations to build new business opportunities. - Conduct financial planning discussions and deliver policy presentations, preferably in Tamil for local customer comfort. - Utilize cross-selling and upselling techniques to offer comprehensive financial solutions. - Ensure timely follow-ups, policy servicing, and after-sales support to enhance customer retention.
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