Relationship Manager - Sales - Insurance (2-5 yrs)
Job Description:
The Relationship Manager role involves selling insurance products through a bank's network, building relationships with bank staff and customers, achieving sales targets, and providing ongoing support and training. It focuses on promoting insurance, ensuring compliance, and offering post-sales service.
Roles and Responsibilities :
- Promote and sell insurance products through the bank's branch network.
- Build relationships with bank partners, branch managers, and relationship managers.
- Understand customer needs and suggest suitable insurance products.
- Achieve sales targets set by the insurance company or bank.
- Provide training and support to bank staff on insurance products.
- Offer excellent customer service and resolve policy-related queries.
- Stay updated on insurance products and industry regulations.
- Track sales performance and report progress.
- Ensure compliance with insurance and banking regulations.
Qualification & Experience :
- Must have completed Graduation.
- At least 2+ years in sales and marketing in banking or insurance.
- 3+ years in native or residential.
- Proven Knowledge of banking and insurance.
For more information - Kindly contact us:
Ayushi Lad | HR Team
+91 84603 77032
