Relationship Manager-Banca

We are seeking a talented and driven Relationship Manager to join our Bancassurance team. In this role, you will be responsible for developing and maintaining strong relationships with Banca Universal Sompo General Insurance, a key partner. Your primary goal is to expand our business and create new opportunities through effective market and branch visits. This role offers an exciting chance to work closely with a leading insurance provider and contribute to the growth of our organization.
  • Build and nurture relationships with Banca Universal Sompo General Insurance representatives and key stakeholders.
  • Conduct regular market and branch visits to identify new business opportunities and potential clients.
  • Generate and execute strategies to increase business generation and achieve sales targets.
  • Collaborate with the insurance partner to develop and implement effective marketing and sales campaigns.
  • Provide excellent customer service and build long-lasting relationships with clients.
  • Stay updated on industry trends, competitor activities, and market dynamics to ensure a competitive edge.
  • Prepare and present reports on market visits, business development activities, and sales performance.
  • Work closely with the Bancassurance team to align strategies and ensure smooth operations.
  • Maintain a high level of professionalism and uphold the company's values and reputation.
  • A bachelor's degree in Business, Marketing, or a related field is preferred.
  • Prior experience in a relationship management or business development role, preferably in the insurance or financial industry.
  • Excellent communication and interpersonal skills, with the ability to build rapport and establish trust.
  • Strong organizational and time management skills, with the capacity to prioritize tasks and meet deadlines.
  • A proactive and results-driven approach, with a proven track record of achieving sales targets.
  • Ability to work independently and as part of a team, demonstrating effective collaboration skills.
  • Proficiency in using MS Office and other relevant software for report generation and data analysis.
  • A valid driver's license and willingness to travel for market and branch visits.
  • Knowledge of insurance products and the ability to understand and explain complex concepts.
  • A self-starter attitude, with a passion for driving business growth and a strong work ethic.

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