Relationship Manager- Bancassurance

Role:

Relationship Manager

Location: Chennai

Job Role Type: Sales Field Job

Channel: Bancassurance

Responsibilities :

Partner Relationship Management

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

Sales Target Achievement

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

Customer Engagement

• Identify customer needs and recommend suitable insurance products.
• Deliver clear and compliant product presentations and policy explanations.

Compliance & Process Adherence

• Ensure all sales activities comply 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 :

1. Bachelor's degree in business, marketing, finance, or a related field.
2. Proven 0-5 years experience in sales for Relationship Manager or Senior Relationship Manager in sales only in the insurance or financial services industry. Fresher candidates will be considered if they have interest in SALES Field job and strong communication and Excel knowledge.
3. Excellent communication and interpersonal skills.
4. Strong negotiation and persuasion abilities.
5. Knowledge of insurance products and underwriting processes.
6. Customer-centric approach with a focus on delivering exceptional service.