Description

As a Relationship Manager-Banca, you will play a crucial role in our Bancassurance department, working closely with our bank partners to drive insurance business growth. Your primary focus will be on establishing and maintaining strong relationships with bank staff and customers, promoting our insurance products, and providing tailored insurance solutions to meet their needs. This role offers an exciting opportunity to contribute to our business development and customer engagement strategies, while also achieving assigned targets and maintaining high service standards.

Responsibilities

- Work collaboratively with assigned bank branches to generate insurance business opportunities.
- Build and nurture long-lasting relationships with bank staff and customers, ensuring a positive and professional image.
- Promote and sell a range of insurance products through the bank channel, highlighting their advantages and value.
- Identify customer needs and preferences, offering suitable insurance solutions that align with their requirements.
- Conduct customer meetings, provide product demonstrations, and support the issuance of insurance policies.
- Achieve assigned business targets by actively engaging with customers and maintaining a high level of sales performance.
- Coordinate with bank officials to develop business strategies, organize joint events, and enhance customer engagement.




- Stay updated with insurance regulations and industry trends, ensuring compliance and providing accurate information to customers.
- Maintain accurate records of customer interactions, sales data, and insurance policy details for future reference.
- Provide excellent customer service, addressing inquiries and concerns promptly and professionally.

Qualifications

- Any Graduate with a strong interest in the insurance industry and a passion for building relationships.
- Prior experience in sales, customer service, or banking is an advantage but not mandatory.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with customers.
- Strong organizational and time management skills, able to prioritize tasks and meet deadlines.
- A proactive and self-motivated approach, with a results-driven mindset and a desire to achieve targets.
- Good knowledge of insurance products and their features, or a willingness to learn and develop this expertise.
- Ability to work effectively in a team environment, collaborating with bank staff and colleagues.
- Proficiency in using MS Office and other relevant software for data management and reporting.
- Flexibility to adapt to changing work environments and a willingness to travel for business purposes.
- A positive and enthusiastic attitude, with a commitment to delivering exceptional customer service.

📌 Relationship Manager-Banca (Tamil Nadu)
🏢 Universal Sompo General Insurance
📍 Tamil Nadu