Relationship Manager – Bancassurance

Job Summary

The Relationship Manager – Bancassurance is responsible for driving insurance sales through the bank's branch network. The role involves building strong relationships with branch teams, identifying customer insurance needs, achieving sales targets, and ensuring excellent customer service while adhering to regulatory guidelines.

Key Responsibilities

• Drive life, health, and general insurance sales through assigned bank branches.
• Build and maintain strong relationships with Branch Managers and branch staff.
• Generate leads and convert them into insurance sales.
• Conduct customer meetings to understand financial protection needs and recommend suitable insurance products.
• Train and motivate branch staff on insurance products, sales techniques, and compliance requirements.
• Achieve monthly and annual business targets for premium and policy issuance.
• Ensure timely documentation, policy issuance, and post-sales service.
• Maintain high levels of customer satisfaction and regulatory compliance.
• Track sales performance and submit periodic MIS and business reports.

Desired Candidate Profile

• Graduate; MBA preferred.
• 2–8 years of experience in Bancassurance, Life Insurance, General Insurance, or Banking Sales.
• Strong knowledge of insurance products and regulatory guidelines.
• Excellent communication, relationship management, and sales skills.
• Ability to work independently and achieve business targets.