Senior Relationship Manager

Roles & Responsibilities:

• Build and maintain strong relationships with partner bank branches.
• Generate insurance business through bank-sourced customer leads.
• Achieve monthly, quarterly, and annual sales targets.
• Conduct joint customer meetings with bank officials to promote insurance products.
• Identify customer financial needs and recommend suitable insurance solutions.
• Train and motivate bank staff on insurance products, sales processes, and lead generation.
• Ensure timely follow-up on customer leads and policy closures.
• Maintain high levels of customer service and post-sales support.
• Monitor policy issuance, documentation, and compliance with company guidelines.
• Drive branch activation, productivity, and business growth.
• Prepare daily, weekly, and monthly MIS reports and share updates with management.
• Ensure persistency and renewal premium collection.

Requirements:

• Graduate in any discipline (MBA preferred but not mandatory).
• 1–5 years of experience in Banca, BFSI, Life Insurance, General Insurance, or Banking Sales.
• Strong communication, negotiation, and relationship management skills.
• Ability to achieve sales targets in a fast-paced environment.
• Good knowledge of insurance products and banking operations.
• Customer-focused approach with excellent presentation skills.
• Willingness to travel across assigned bank branches.
• Proficient in MS Excel, MS Word, and CRM systems.
• Age: Up to 30 - 35 years (as per company policy).

Preferred Candidate Profile:

• Experience in Agency, Direct & Banca Channel with Life Insurance companies.
• Existing relationships with bank branches will be an added advantage.
• Strong sales orientation with a proven track record of target achievement.
• Self-motivated, result-driven, and capable of working independently.