Play a crucial role in selling our Life Insurance Products to Bank customers and Channel Partners.
Ensure branch & employee activation to ensure branch growth.
Conduct regular sales activities within branch and catchment areas to generate leads.
Ensure timey resolution of queries and complaints and controlling the instances of adverse customer experience

Relationship Management
Manage Relationships with key Bank Branch Team to leverage Business.
Act as one point of contact for any Life Insurance related requirements.
Conduct regular sales activities within branch and catchment areas to generate leads.

Lead & Business Generation
Generate potential customer Leads through Activities, Lobby Management etc.
Effectively engage with Bank Customers / Channel Partners for Sales Closures.
Ensure Monthly Business Activation of Bank SP / Branch.




Engage with customers to help build a healthy product portfolio that support them in meeting their life goals.

Product & Process Knowledge
Ensure adequate Product & process Knowledge.
Sell Right to Customers.
Adhering to regulatory requirements & monitoring quality of business. Qualifications: Graduate / Postgraduate

Essential Knowledge / Skill Sets:

• Should be presentable with valuable communication skills.
Should be positive at relationship building/management.
Should have excellent communication, interpersonal and managerial skills
Should understand Insurance and related financial market products
Ability to work effectively in highly demanding and competitive workplace

📌 Relationship Manager Mumbai
🏢 Bajaj Allianz
📍 Mumbai