Company: Aditya Birla Sun Life Insurance Department: Sales & Distribution Channel: Bancassurance (Banca)
Designation: Relationship Manager / Senior Relationship Manager Employment Type: Full time (On-roll)
Industry: Life Insurance / BFSI
ABOUT THE ROLE
We are looking for a dynamic and result-oriented Relationship Manager for the Bancassurance Channel. The candidate will be responsible for driving life insurance business through assigned bank branches by building robust relationships with bank partners, managing customers, and achieving business targets.
ROLES & RESPONSIBILITIES
Bank Relationship Management
Build strong relationships with assigned bank branches.
Coordinate with Branch Managers and bank staff.
Develop strong business partnerships.
Insurance Sales & Business Development
Generate insurance business through bank customer leads.
Understand customer financial needs and suggest suitable insurance solutions.
Achieve sales targets.
Lead Management
Follow up on leads generated through bank branches.
Convert prospects into policyholders.
Maintain a robust sales pipeline.
Customer Relationship Management
Conduct financial need analysis.
Provide product information.
Ensure excellent customer experience.
Training & Support
Train and motivate bank employees regarding insurance products.
Conduct product awareness sessions.
Compliance & Documentation
Follow IRDAI guidelines.
Maintain documentation and ethical sales practices.