Relationship Manager

• Play a crucial role in selling our Life Insurance Products to Bank customers and Channel Partners.

• Ensure branch & employee activation to ensure branch growth.

• Conduct regular sales activities within branch and catchment areas to generate leads.

• Ensure timey resolution of queries and complaints and controlling the instances of adverse customer experience

Relationship Management

• Manage Relationships with key Bank Branch Team to leverage Business.

• Act as one point of contact for any Life Insurance related requirements.

• Conduct regular sales activities within branch and catchment areas to generate leads.

Lead & Business Generation

• Generate potential customer Leads through Activities, Lobby Management etc.

• Effectively engage with Bank Customers / Channel Partners for Sales Closures.

• Ensure Monthly Business Activation of Bank SP / Branch.

• Engage with customers to help build a healthy product portfolio that support them in meeting their life goals.

Product & Process Knowledge

• Ensure adequate Product & process Knowledge.

• Sell Right to Customers.

• Adhering to regulatory requirements & monitoring quality of business. Qualifications: Graduate / Postgraduate

Essential Knowledge / Skill Sets:

• Should be presentable with good communication skills.

• Should be good at relationship building/management.

• Should have excellent communication, interpersonal and managerial skills

• Should understand Insurance and related financial market products

• Ability to work effectively in highly demanding and competitive environment

Skills Required
Marketing, Life Insurance Sales, Finanace, Relationship Management, Customer Service