Job Description – Key Relationship Manager (KRM)

Position: Key Relationship Manager – Life Insurance

Channel: Bancassurance

Department: Sales

Industry: Life Insurance

Experience: 1–5 Years in Life Insurance / Bancassurance / Banking Sales

Qualification: Graduate

Job Type: Full-Time

Role & Responsibilities

- Develop and maintain strong relationships with bank branches and bank staff to generate life insurance business.
- Work closely with Branch Managers, Relationship Managers, CASA teams and other bank employees to generate leads.
- Drive sales of life insurance products through the Bancassurance channel.
- Identify customer needs and recommend suitable life insurance, savings, investment and protection products.
- Generate leads through branch references, customer databases, existing relationships and other assigned sources.
- Achieve monthly and annual business targets as assigned by the company.
- Conduct regular branch visits and maintain strong relationships with key bank stakeholders.
- Support bank staff in explaining insurance products, perks, eligibility and policy features to customers.
- Ensure proper documentation and timely submission of proposals.
- Coordinate with underwriting, operations and other internal teams for smooth policy issuance.
- Track pending cases,



follow-ups, renewals and business conversion.
- Maintain accurate sales reports and provide regular updates to the reporting manager.
- Ensure compliance with company policies, IRDAI guidelines and sales processes.

Requirements / Preferred Candidate Profile

- Graduate in any discipline.
- 1–5 years of experience in Life Insurance / Bancassurance / Banking Sales preferred.
- Candidates with experience in Banca, Agency, Direct Sales or Retail Banking may also be considered based on profile.
- Strong relationship-building and communication skills.
- Good understanding of life insurance products and sales processes.
- Ability to generate business through bank branches and internal bank relationships.
- Strong sales orientation with the ability to achieve targets.
- Should be comfortable working with Branch Managers, RMs and bank sales teams.
- Good customer handling, negotiation and convincing skills.
- Should be willing to travel locally for branch visits and customer meetings.

Key Skills

Bancassurance | Life Insurance Sales | Relationship Management | Branch Banking | Lead Generation | Customer Acquisition | Cross-Selling | Business Development | Target Achievement

📌 Key Realtionship Manager - Banca Channel (Tiruppur)
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📍 Tiruppur