Relationship Manager-Banca
Key Skills for This Role
Full Job Posting
Responsibilities
- Develop and execute bancassurance sales plans to meet the ₹4‑5 Lakh regional target.
- Maintain and grow relationships with branch managers and local business partners.
- Identify and onboard new corporate and individual clients across rural and semi‑urban areas.
- Conduct regular field visits using a two‑wheeler to monitor branch performance and client needs.
- Coordinate with underwriting and claims teams to ensure seamless service delivery.
- Analyze market trends and competitor activities, including Chola MS, to adjust strategies.
- Prepare weekly and monthly performance reports for senior management.
- Train branch staff on bancassurance products and cross‑selling techniques.
- Resolve client issues promptly to maintain high satisfaction levels.
- Ensure compliance with regulatory and internal policy requirements.
Qualifications
- Bachelor's degree in Business, Finance, or related field; MBA preferred.
- Minimum 3 years experience in bancassurance or relationship management.
- Proven track record of achieving sales targets in rural/semi‑urban markets.
- Excellent communication and negotiation skills.
- Ability to travel daily with a personal two‑wheeler.
- Strong analytical mindset with proficiency in MS Office and CRM tools.
- Knowledge of insurance regulations and banking procedures.
- Self‑motivated with the ability to work independently under minimal supervision.
- Fluency in Bengali and English; Hindi is a plus.
- Valid driver's license and clean driving record.
About Universal Sompo General Insurance
Provider of diverse general insurance products and risk solutions.
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