Relationship Manager Ahmedabad

Relationship Manager Ahmedabad

02 Aug
|
INSURANCE
|
Ahmedabad

02 Aug

INSURANCE

Ahmedabad

Job Title: Relationship Manager / Sales Manager – Banca Channel (Insurance)

Job Summary:The Banca Channel role involves selling life insurance products through partnered bank branches. The candidate acts as a link between the bank and the insurance company, focusing on generating business from the bank’s existing customer base.
Key Responsibilities:Generate insurance business through allocated bank branches
Build and maintain robust relationships with bank staff (Branch Managers, RMs, etc.)
Identify potential customers from walk-in and existing bank clients
Cross-sell life insurance products to bank customers
Achieve monthly/quarterly sales targets
Conduct customer meetings and provide financial/insurance advice
Support bank staff in lead generation and conversion
Ensure proper documentation and policy issuance process
Provide after-sales service and assist in claims if required
Participate in branch activities, sales campaigns, and promotions

📌 Relationship Manager Ahmedabad
🏢 INSURANCE
📍 Ahmedabad

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