Responsibilities

- Business Development:
- Drive insurance sales through assigned bank branches.
- Achieve monthly, quarterly, and annual premium targets.

- Relationship Management:

- Build and maintain robust relationships with bank staff and branch managers.
- Act as the primary point of contact for all insurance-related queries at the branch.

- Training & Support:

- Conduct regular training sessions for bank employees on insurance products and sales techniques.
- Provide on-ground support for lead generation and policy issuance.

- Customer Engagement:

- Assist bank customers in understanding insurance solutions and completing documentation.
- Ensure high levels of customer satisfaction and timely service delivery.

- Compliance & Reporting:

- Ensure adherence to IRDAI regulations and company policies.
- Maintain accurate MIS reports and share updates with the management team.

Qualifications

- Graduate/Postgraduate in any discipline (MBA preferred).
- 2–5 years of experience in Bancassurance insurance sales channel.
- Familiarity with banking operations and insurance compliance norms

📌 Relationship Manager (India)
🏢 Universal Sompo General Insurance
📍 India