Relationship Manager

Role: Relationship Manager

Industry Type: Insurance

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Role Category: Life Insurance

Education UG: Any Graduate

Overview

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 45 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.

Preferred candidate profile

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