Relationship Manager

Role & responsibilities

• Build strong working relationships with bank branch teams (across 4-5 branches) to drive insurance sales.
• Promote life insurance products to bank customers through joint field calls and customer meetings.
• Support business growth through new customer acquisition and upselling to existing clients.
• Ensure excellent service delivery and assist in customer retention and problem resolution.
• Collaborate with bank staff to conduct training and product knowledge sessions.
• Track sales performance, generate reports, and share insights with the manager regularly.
• Ensure adherence to company processes and regulatory guidelines in all business practices.
• Interact with High Net-Worth Individuals (HNIs) and provide tailored financial solutions.
• Maintain high satisfaction levels among bank partners and customers.