Relationship Manager- Bancassurance

Job Summary :

India's leading life insurance provider is looking for a Relationship Manager in the Credit Life Channel to drive business through cross-selling life insurance products to bank customers and maintaining strong stakeholder relationships.

Key Responsibilities :

• Leads will be generated from the assigned bank.
• Cross-sell various financial products to bank customers.
• Develop customer business through relationship-building and financial need analysis.
• Manage and enhance relationships with bank staff and customers for effective business conversion.
• Make appointments and explore customers' financial needs in life-related investments and insurance areas.
• Recommend suitable products from the company's range to meet customer needs and gain agreement to purchase.
• Accurately complete sales documentation and ensure timely policy issuance.
• Acquire new customers using bank databases, footfall, and generated leads.
• Facilitate completion of medical reports and ensure prompt policy document issuance.
• Explore new markets / segments in line with the company's sales strategy.
• Support other Relationship Managers and bank sales teams by sharing knowledge of company products, services, and sales skills.
• Accompany team members on client visits and provide on-ground coaching and support.

Required Candidate Profile :

Skills Required

Sales, Life Insurance, Health Insurance, General Insurance, Customer Relationship Management