Relationship Manager-Banca

To drive insurance sales through banking partnerships while delivering excellent customer service and strengthening relationships between the bank and insurance company.

  • Develop and maintain strong relationships with bank branch managers and staff.
  • Promote insurance products through the bank's customer network.
  • Identify customer insurance needs and recommend suitable solutions.
  • Achieve sales and revenue targets for bancassurance products.
  • Conduct product training and awareness sessions for bank employees.
  • Support customers throughout the policy purchase process.
  • Ensure compliance with company and regulatory guidelines.
  • Prepare sales reports and track business performance.

ANY DEGREE

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