(JD) Relationship Manager (Banca Channel) | Life Insurance

Designation: Relationship Manager (RM) Banca Channel

Department: Bancassurance / Sales

Industry: Life Insurance

Key Responsibilities

Drive life insurance sales through assigned bank branches.

Build and maintain strong relationships with Branch Managers and bank sta.

Generate leads from bank customers and convert them into life insurance business.

Conduct customer meetings and nancial need analysis.

Cross-sell life insurance products to existing bank customers.

Achieve monthly, quarterly, and annual sales targets.

Conduct product training and sales support sessions for bank employees.

Ensure proper documentation, policy issuance, and compliance.

Follow up for policy renewals and customer servicing.

Participate in branch activities, lead generation campaigns, and customer engagement programs.

Nenex +1

Eligibility

Graduate in any discipline.

15 years of experience in Bancassurance,



Life Insurance, Banking, or BFSI Sales.

Positive communication and relationship management skills.

Target-oriented and customer-focused approach.

Knowledge of life insurance products and sales processes.

BeBee +1

Key Skills

Bancassurance Sales

Relationship Management

Life Insurance Sales

Cross-Selling

Lead Generation

Customer Acquisition

Team Collaboration

Negotiation Skills

Customer Service

Sales Target Achievement

Keywords for Resume

Banca Channel | Bancassurance | Relationship Manager | Life Insurance | Cross Sell |

Lead Generation | Branch Banking | Partner Management | Sales Target | Customer

Acquisition | Financial Need Analysis | Insurance Sales | Renewal Business | Bank

Partner Relationship | Customer Service.

Nenex +1

📌 Bharti Axa - Bancassurance - Faridabad
🏢 Bharti AXA Life Insurance
📍 Faridabad