Description

As a Trainee/Relationship Manager in our Bancassurance department, you will play a crucial role in expanding our insurance business by collaborating closely with assigned bank branches. Your primary objective is to establish and maintain robust relationships with bank staff and customers, promoting and selling our insurance products through this channel. By identifying customer needs and providing suitable insurance solutions, you will contribute to the growth of our business.

Your responsibilities will also include conducting customer meetings, supporting policy issuance, and achieving assigned business targets while maintaining high service standards. Additionally, you will coordinate with bank officials to develop business opportunities and engage with customers effectively.

Responsibilities

- Work collaboratively with designated bank branches to generate insurance business.
- Build and nurture strong relationships with bank staff and customers to foster trust and loyalty.
- Promote and sell insurance products through the bank channel, utilizing your knowledge of our offerings.
- Identify customer needs and provide tailored insurance solutions to meet their requirements.
- Conduct customer meetings to understand their insurance needs and present suitable options.
- Support the issuance of insurance policies, ensuring a smooth and efficient process.




- Achieve assigned business targets by consistently delivering exceptional sales performance.
- Maintain high service standards, ensuring customer satisfaction and a positive brand image.
- Coordinate with bank officials for business development initiatives and customer engagement activities.
- Stay updated with industry trends and insurance regulations to provide accurate and compliant advice.

Qualifications

- Any graduate degree from a recognized university or institution.
- Excellent communication and interpersonal skills to build relationships with bank staff and customers.
- Strong sales and negotiation abilities to promote and sell insurance products effectively.
- Ability to understand customer needs and provide tailored insurance solutions.
- Proficiency in using Microsoft Office suite and other relevant software for documentation and reporting.
- Willingness to learn and adapt to new insurance products and market trends.
- Self-motivated and driven to achieve sales targets and contribute to business growth.
- Strong organizational skills to manage multiple tasks and priorities effectively.
- Ability to work independently and as part of a team, collaborating with bank partners.
- A positive and professional attitude, representing the company's brand and values.

📌 Trainee (Tamil Nadu)
🏢 Universal Sompo General Insurance
📍 Tamil Nadu