We are seeking a motivated and dynamic Relationship Manager specializing in Bancassurance to join our team in Surat, Gujarat. The ideal candidate will be responsible for building and maintaining strong relationships with clients, ensuring their financial needs are met through our bancassurance products. This role requires a proactive approach to sales and customer service, with a focus on Casa sales and the ability to identify opportunities for cross-selling and upselling our services.

Key Responsibilities:
Develop and maintain relationships with clients to understand their financial needs and provide tailored solutions.
Promote and sell bancassurance products, ensuring clients are informed about the benefits and features.
Achieve sales targets and contribute to the overall growth of the business.
Collaborate with other departments to ensure seamless service delivery and customer satisfaction.




Conduct regular follow-ups with clients to ensure their ongoing needs are met and to identify new sales opportunities.
Stay updated on industry trends and competitor offerings to effectively position our products in the market.

Required Skills:
Proven experience as a Relationship Manager or similar role in the financial services sector, particularly in bancassurance.
Robust sales and negotiation skills with a customer-centric approach.
Excellent communication and interpersonal skills to build rapport with clients.
Ability to work independently and as part of a team in a rapid-paced workplace.
Knowledge of Casa sales and related financial products is a plus.

If you are passionate about helping clients achieve their financial goals and have the skills to drive sales in a competitive market, we encourage you to apply for this exciting opportunity.

📌 Relationship Manager Bancassurance Surat (India)
🏢 Fortune Shapers
📍 India