Relationship Manager - Banca Channel

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 17 hours ago
1-2 years
Bhavnagar, Bhuj, Gandhidham, Jamnagar, Porbandar, Rajkot
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 12 Jan 2027

Posted: 17 hours ago
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Job Description
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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 a commitment to achieving monthly, quarterly, and yearly sales targets.

Key Responsibilities include:

  • Establishing and nurturing relationships with bank branch staff to facilitate effective lead generation.
  • Driving life insurance sales through the bancassurance channel, ensuring targets are met consistently.
  • Conducting regular training and product knowledge sessions for bank staff to enhance their understanding of life insurance products.
  • Addressing customer queries, following up on leads, and ensuring high levels of customer satisfaction.
  • Monitoring and reviewing personal performance as well as that of partner branches to identify areas for improvement.
  • Ensuring compliance with regulatory requirements and company policies.
  • Providing after-sales support and policy servicing to clients to maintain strong relationships.

Required Skills & Qualifications:

  • A graduate degree in any discipline.
  • A minimum of 1 to 2 years of experience in life insurance sales, specifically within the Banca Channel.
  • Excellent communication and interpersonal skills.
  • A proven track record of achieving sales targets.
  • Knowledge of life insurance products and the BFSI domain.
  • Strong relationship management skills with the ability to work collaboratively with multiple stakeholders.

If you are passionate about sales and have the skills to excel in this role, we encourage you to apply and become a part of our growing team.

Skills

BancaBancassuranceCommunicationLife InsuranceSales TargetsInterpersonal SkillsRelationship Management

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