Relationship Manager

Canara Hsbc Life Insurance

Des : Relationship Officer

Ctc :  3.2-3.99

Key Responsibilities :

• Relationship Management :
• Developing and maintaining strong relationships with bank branch managers and other relevant staff.
• Sales Generation :
• Driving sales of insurance products (life, health, etc.) through the bank's customer base.
• Product Training :
• Educating bank staff about the features, benefits, and sales processes of insurance products.
• Sales Support :
• Assisting bank staff with customer interactions, providing necessary information and documentation.
• Target Achievement :
• Meeting or exceeding sales targets for various insurance products.
• Compliance :
• Ensuring all sales activities adhere to banking regulations and company policies.
• Lead Generation :
• Identifying and qualifying potential customers within the bank's customer base.
• Market Research :
• Understanding the competitive landscape and identifying opportunities for growth.
• Reporting :
• Providing regular updates to senior management on sales performance and market trends.
• Cross-selling and Up-selling :
• Identifying opportunities to offer additional insurance products to existing customers.

Skills Required

Fresher, Sales