Relationship Manager-Banca

• 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.

Responsibilities

• Relationship Building
• Business Development
• Stakeholder Management
• Customer Focus
• Sales Planning & Execution
• Analytical Thinking
• Team Collaboration

Qualifications

• 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.