Relationship Manager (Ahmedabad)

Relationship Manager (Ahmedabad)

12 Oct
|
Upman Placements
|
Ahmedabad

12 Oct

Upman Placements

Ahmedabad

We are looking for a Bancassurance Channel Relationship Manager responsible for managing and developing relationships with bank branches and teams to drive insurance business through the bancassurance channel.

Key Responsibilities

- Manage relationships with bank branches, branch managers, and banking teams.

- Drive insurance sales through the assigned bancassurance channel.

- Achieve monthly and annual sales and business targets.

- Generate leads through bank customers and ensure effective lead conversion.

- Conduct regular meetings and coordinate with bank teams to maximize business opportunities.

- Train and motivate bank staff on insurance products, processes, and sales techniques.

- Ensure proper follow-up on leads, proposals, and policy issuance.

- Maintain strong relationships with key stakeholders and resolve customer/branch-level issues.

- Track sales performance, pipeline, and business MIS.

- Ensure compliance with company and regulatory guidelines.





- Identify opportunities to increase business from existing bank branches.

Key Skills

- Bancassurance / Insurance Sales

- Bank Branch Relationship Management

- Business Development & Lead Generation

- Sales Target Achievement

- Customer Relationship Management

- Stakeholder Management

- Negotiation & Communication Skills

- Team Coordination

- MIS & Sales Reporting

Preferred Candidate Profile

- Graduate / MBA preferred.

- 26 years of experience in Bancassurance, Insurance Sales, Retail Banking, or Channel Sales.

- Prior experience handling bank branches and branch-level stakeholders is highly preferred.

- Robust sales orientation with a proven track record of achieving targets.

- Good communication, relationship-building, and negotiation skills.

📌 Relationship Manager (Ahmedabad)
🏢 Upman Placements
📍 Ahmedabad

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