Relationship Manager (Sales Trainee)

Job Purpose:

(Field Sales – On-site / Client-facing role)

• Drive insurance business through bank partnerships by managing sales, operations, and customer relationships across multiple branches.
• Ensure sales growth, compliance, and customer satisfaction.

Key Responsibilities:

• Build strong relationships with bank branch teams (4–5 branches) to drive insurance sales.
• Promote life insurance products to bank customers through joint field calls and meetings.
• Acquire new customers and upsell to existing clients.
• Ensure excellent service delivery, customer retention, and problem resolution.
• Conduct training and product knowledge sessions with bank staff.
• Track sales performance, prepare reports, and share insights with managers.
• Ensure compliance with company processes and regulatory guidelines.
• Interact with High Net-Worth Individuals (HNIs) and provide tailored financial solutions.

Note:

• This is a field sales position—candidates must be comfortable with on-site client meetings and travel.
• This is a Walk-in Drive opportunity (offline interview)