Relationship Manager - SFL Bancassurance

Role & responsibilities

• Partner Relationship Management

• Build strong rapport with branch staff to generate life insurance leads
• Work closely with bank personnel to ensure seamless product promotion and customer conversion

• Sales Target Achievement

• Drive sales of life insurance products through bank branches to meet assigned monthly, quarterly, and annual targets
• Maintain high productivity and conversion ratios from leads generated

• Customer Engagement

• Identify customer needs and offer suitable insurance products
• Deliver product presentations and policy explanations with clarity and compliance

• Compliance & Process Adherence

• Ensure all sales activities are compliant with regulatory and organizational guidelines
• Maintain complete and accurate records of leads, closures, and customer communications

• MIS & Reporting

• Update sales dashboards, lead trackers, and performance reports for review and analysis
• Ensure timely and accurate reporting to sales leadership

Preferred candidate profile

• Graduate in any discipline (mandatory)
• 14 years of sales experience in Bancassurance, insurance, or financial services sector