Other

Relationship Manager

USGIPatna🇮🇳India

Quick overview

SeniorityMid Senior

Work modeHybrid

LocationPatna, India

Microsoft OfficeCRMComplianceLead Generation

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

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.