Relationship Manager

As a Relationship Manager, you will be part of a high-performing team managing our partnership with leading and prestigious banks. This role offers you the opportunity to learn, grow, and contribute to key business outcomes from Day 1.

Key Responsibilities:

 Build strong working relationships with bank branch teams (across 4–5 branches) to drive insurance sales.

 Promote life insurance products to bank customers through joint field calls and customer meetings.

 Support business growth through new customer acquisition and upselling to existing clients.

 Ensure excellent service delivery and assist in customer retention and problem resolution.

 Collaborate with bank staff to conduct training and product knowledge sessions.

 Track sales performance, generate reports, and share insights with your manager regularly.

 Ensure adherence to company processes and regulatory guidelines in all business practices.

 Interact with High Net-Worth Individuals (HNIs) and provide them with tailored financial solutions.

 Maintain high satisfaction levels among bank partners and customers.

(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent)