Designation - Relationship Manager

Key Responsibilities

Build and maintain robust relationships with bank staff at the assigned branches.

Drive sales of life insurance products by providing need-based solutions to bank customers.

Conduct regular training and product knowledge sessions for bank staff.

Achieve monthly, quarterly, and annual sales targets.

Handle walk-in customers at the bank and generate leads through bank databases.

Ensure proper follow-up and documentation for policy issuance.

Maintain a high level of customer service and ensure customer satisfaction.

Coordinate with underwriting, operations, and other internal teams for smooth policy processing.

Ensure compliance with regulatory and internal guidelines.

Qualifications and Experience

Graduate in any discipline (MBA/PG preferred)

1-6 years of sales experience, preferably in life insurance or banking

Experience in bancassurance is a plus

Interested Candidates can send their resume on [email protected] or (phone hidden)

📌 Indian Post Payment Bank - Banka - RM (Udaipur)
🏢 Skywings Advisors
📍 Udaipur