Insurance Relationship Manager

Role & responsibilities

Position: Cluster Manager (Banca Relationship)

Industry: General Insurance

Experience: Minimum 3-5 Years

CTC: UPTO 4- 4,5 LPA

Qualification: Graduate Bachelors Degree

We are looking for an experienced and result-oriented Banca Relationship r to join our Bancassurance Sales team as Cluster Manager

The candidate will be responsible for driving the sale of D General Insurance products through the bank channel. The role involves managing relationships with bank branches, engaging with bank customers, generating business, and achieving assigned sales targets.

The ideal candidate should have strong experience in Bancassurance / General Insurance sales and excellent relationship management and communication skills.

• Key Responsibilities
• Drive sales of Crop Insurance and other General Insurance products through the assigned bank branches.
• Build and maintain strong relationships with Bank Branch Managers, Bank Staff, and Customers.
• Generate insurance business through the bank's existing customer base.
• Work closely with bank employees to identify potential customers and generate leads.
• Conduct customer meetings and explain insurance products, benefits, coverage, and policy terms.
• Convert leads into successful insurance sales and achieve monthly/annual business targets.
• Ensure regular follow-up with customers for proposals, documentation, renewals, and policy issuance.
• Develop strong relationships with key stakeholders within the assigned bank branches.
• Conduct sales activities, customer awareness sessions, and product presentations whenever required.
• Track daily sales performance and maintain accurate MIS/reporting.
• Ensure compliance with company and regulatory guidelines during the sales process.
• Identify opportunities to increase business through cross-selling and up-selling of insurance products.
• Travel within the assigned territory/branch network as required.
• Candidate Requirements
• Bachelors degree in Business, Finance, Agriculture, or any relevant discipline.
• Minimum 3 years of experience in Bancassurance / General Insurance Sales.
• Experience in selling General Insurance, Crop Insurance, Motor, Health, Commercial, or other insurance products will be preferred.
• Strong understanding of the Bancassurance sales model.
• Proven track record of achieving sales targets.
• Strong customer relationship and branch relationship management skills.
• Excellent communication, negotiation, and interpersonal skills.
• Good sales orientation with the ability to generate and convert leads.
• Strong follow-up and relationship-building capabilities.
• Ability to work independently and manage assigned territories.
• Preferred Candidate Profile

Candidates from General Insurance / Bancassurance companies with experience working closely with banks and bank branches will be preferred.