Relationship Manager

Key Responsibilities:

Business Development:

Drive life insurance sales through assigned bank branches.

Identify and convert potential customers into policyholders.

Achieve monthly and quarterly sales targets.

Relationship Management:

Build strong rapport with branch staff to generate business leads

Train, motivate, and support bank employees to cross-sell insurance.

Maintain healthy relations with partner banks to ensure smooth operations.

Sales Execution:

Conduct need-based financial planning for customers.

Pitch suitable life insurance products aligned with customer requirements.

Manage customer queries, documentation, and policy issuance.

Compliance & Process Adherence:

Ensure adherence to IRDAI and company compliance guidelines.

Maintain accurate records of leads, sales, and customer interactions.

Safeguard customer interest through transparent communication.

Key Skills & Competencies:

Strong sales and negotiation skills.

Excellent communication and interpersonal skills.

Ability to build and maintain relationships.

Goal-oriented, self-motivated, and target-driven.

Knowledge of banking operations and financial products preferred.

Qualifications & Experience:

Graduate / Postgraduate in any discipline.

1 - 4 years of sales experience (preferably in BFSI/insurance/banking).

• Experience

  1 - 7 Years

• No. of Openings

  10

• Education

  Graduate

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  2nd floor, Sirmour Plaza, Kaulagarh Rd, Anand Vihar Colony, Dehradun, Uttarakhand 248001