Relationship Manager - Banca Channel

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 2 days ago
1-2 years
Anand, Bharuch, Navsari, Surat
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 9 Jan 2027

Posted: 2 days ago
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Job Description

We are seeking a motivated and dynamic Relationship Manager for the Banca Channel to join our team in Gujarat. The ideal candidate will be responsible for building strong relationships with partner bank branch staff to drive life insurance sales through the bancassurance channel. This role requires a proactive approach to lead generation and achieving sales targets on a monthly, quarterly, and yearly basis.

Key responsibilities include conducting regular training and product knowledge sessions for bank staff, handling customer queries, following up on leads, and ensuring high customer satisfaction. The Relationship Manager will also monitor and review their own performance as well as that of the partner branches, ensuring adherence to compliance and regulatory requirements. Providing after-sales support and policy servicing to clients is also a crucial part of this role.

The successful candidate will possess a graduate degree in any discipline and have a minimum of 1 to 2 years of experience in life insurance sales or general sales. Strong communication and interpersonal skills are essential, along with a proven track record of achieving sales targets. Knowledge of life insurance products and the BFSI domain is highly desirable, as well as strong relationship management skills and the ability to work with multiple stakeholders.

If you are passionate about sales and have the drive to succeed in a competitive environment, we encourage you to apply for this exciting opportunity.

Skills

Interpersonal SkillsRelationship ManagementLife Insurance ProductsSalesCommunicationBfsI Domain

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