Senior Relationship Manager – Banca

Key Responsibilities

• Achieve sales targets through assigned bank branches.
• Build relationships with branch staff and conduct product training.
• Generate leads via branch activities and joint customer calls.
• Recommend suitable life insurance plans based on customer needs.
• Ensure proper documentation, underwriting follow-up, and customer service.
• Maintain MIS, reports, and ensure compliance with IRDAI guidelines.

Requirements

Education

Any Graduate

Skills Required

Sales, Insurance, Finance, Bank, Banking Sales, Selling, Unit Manager, Relationship Manager, Life Insurance, Field Sales