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Relationship Manager

USGI Career Portal
IND
Manager · 2+ years experience
Onsite
Discovered 3 weeks ago

Full Job Posting

Qualifications

  • Bachelor's degree in Business, Finance, Insurance, or a related field.
  • 2+ years of experience in insurance sales or a similar role, preferably in a bancassurance setting.
  • Strong knowledge of insurance products and the ability to explain complex concepts simply.
  • Excellent interpersonal and communication skills, with a customer-centric approach.
  • Proven track record of achieving sales targets and building productive relationships.
  • Ability to work independently and manage multiple tasks effectively.
  • Proficiency in MS Office and experience with CRM systems is preferred.
  • Willingness to undergo training and stay updated on insurance regulations and products.
  • Strong organizational skills and attention to detail.
  • Flexibility to travel to assigned bank branches as required.

Responsibilities

  • Drive insurance sales and achieve premium targets through assigned bank branches.
  • Build and maintain relationships with bank staff, branch managers, and customers.
  • Act as the primary insurance contact for bank branches, addressing queries and concerns.
  • Conduct regular training sessions on insurance products and sales techniques for bank employees.
  • Provide on-site support for lead generation and policy issuance processes.
  • Assist bank customers in understanding insurance solutions and completing necessary documentation.
  • Ensure high customer satisfaction and timely service delivery for insurance-related matters.
  • Adhere to IRDAI regulations and company policies, maintaining compliance at all times.
  • Prepare and maintain accurate MIS reports, providing regular updates to the management team.
  • Collaborate with the Bancassurance team to develop and implement effective sales strategies

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