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Relationship Manager - Banca & Affinity

Relationship Manager - Banca & Affinity

ConfidentialJaipur
22 days ago
Job description

Profile / Function :

  • Sourcing business from NBFC and Bank partnerships in the designated geography, including Mortgage partners, Co-operative Banks, MFIs, and Gold Loan partners
  • Meeting monthly sales and revenue targets
  • Providing partners with comprehensive product-service consultations and conducting product and process training for partner staff
  • Extensive travel across allocated geography to meet partners and customers as per a pre-approved travel plan
  • Upselling and cross-selling products to partner customers
  • Building and maintaining strong relationships with prospective and existing clients
  • Identifying new partnership opportunities and passing qualified leads to the reporting manager
  • Resolving complaints and issues efficiently and in a timely manner
  • Ensuring high client satisfaction to drive smooth and consistent business

Good-to-Have Competencies :

  • Strong sales and negotiation skills
  • Adequate knowledge of General Insurance (GI) products, especially Health and Commercial lines
  • Experience in cross-selling loan protection policies
  • Basic proficiency in PowerPoint and Excel
  • Good communication, strategic thinking, and relationship-building capabilities
  • Qualifications :

  • Bachelor's Degree
  • Skills Required

    NBFC sourcing, Bank partnerships, Mortgage partners, Co-operative banks, MFI partnerships, Gold loan business, Sales target achievement

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    Relationship Manager • Jaipur

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