Relationship Manager-Banca
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- Develop and maintain strong relationships with partner bank branches and key stakeholders.
- Drive life/general insurance product sales through assigned bank branches.
- Achieve monthly, quarterly, and annual business targets.
- Identify customer needs and provide suitable insurance solutions.
- Conduct joint sales calls with bank staff and support customer acquisition activities.
- Train and coach branch employees on insurance products, sales processes, and compliance requirements.
- Monitor lead generation, conversion ratios, and business performance metrics.
- Ensure proper documentation and adherence to regulatory and company compliance standards.
- Resolve customer queries and provide post-sales support.
- Prepare and present regular sales and performance reports.
- Relationship Building
- Business Development
- Stakeholder Management
- Customer Focus
- Sales Planning & Execution
- Analytical Thinking
- Team Collaboration
- achelor's degree in Business, Finance, Marketing, or related field.
- IRDAI certification (preferred, where applicable).
- 5 to 8 years of experience in Bancassurance, Insurance Sales, Banking Sales, or Relationship Management.