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Relationship Manager

Relationship Manager

Sukcez Career Consulting Services

1 - 6 years

0 Lacs

kochi thrissur kottayam kozhikode pathanamthitta kannur

Posted:1 week ago| Platform: Shine logo

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Skills Required

relationship management insurance sales marketing banking sales bancassurance sales business development bfsi sales cross selling direct sales

Work Mode

On-site

Job Type

Full Time

Job Description

A job description (JD) for a bancassurance role focuses on driving insurance sales through bank partnerships by building relationships with bank staff, training them on insurance products, and selling directly to bank customers. Key responsibilities include achieving sales targets, providing after-sales support, ensuring regulatory compliance, and managing the relationship between the insurance company and the bank. Responsibilities

Sales and business development:
Drive insurance sales through the bank's channels, meet or exceed sales targets, and generate leads from bank customers and walk-ins.
Relationship management:
Build and maintain strong relationships with bank staff at all levels to foster collaboration and drive business growth.
Training and support:
Train and motivate bank employees on insurance products, sales techniques, and the company's processes.
Customer service:
Act as a point of contact for customers and bank staff, handle inquiries, resolve issues, and provide after-sales service.

Compliance and reporting:
Ensure all activities comply with regulatory requirements and company policies, and prepare and submit timely sales reports and forecasts.

Strategy and analysis:
Develop and implement sales strategies, analyze market trends, and monitor performance to identify new opportunities.

Qualifications

Education:
Typically a bachelor's degree in business, finance, or a related field.

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Relationship Manager