Description
USGI Legal Entity seeks a agile Relationship Manager‑Banca to drive bancassurance growth across 21 branches in Birbhum district. The candidate will manage rural, semi‑urban and urban outlets, develop cross‑selling strategies, and achieve a regional business potential of 4‑5 Lakhs. The role has been vacant for seven months, requiring a self‑starter with a two‑wheeler for frequent travel and the ability to operate effectively with limited manpower against competitors such as Chola MS.

Responsibilities
Develop and execute bancassurance sales plans to meet the ₹4‑5 Lakh regional target.
Maintain and grow relationships with branch managers and local business partners.
Identify and onboard current corporate and individual clients across rural and semi‑urban areas.
Conduct regular field visits using a two‑wheeler to monitor branch performance and client needs.
Coordinate with underwriting and claims teams to ensure seamless service delivery.
Analyze market trends and competitor activities, including Chola MS, to adjust strategies.




Prepare weekly and monthly performance reports for senior management.
Train branch staff on bancassurance products and cross‑selling techniques.
Resolve client issues promptly to maintain high satisfaction levels.
Ensure compliance with regulatory and internal policy requirements.

Qualifications
Bachelor's degree in Business, Finance, or related field; MBA preferred.
Minimum 3 years experience in bancassurance or relationship management.
Proven track record of achieving sales targets in rural/semi‑urban markets.
Excellent communication and negotiation skills.
Ability to travel daily with a personal two‑wheeler.
Solid analytical mindset with proficiency in MS Office and CRM tools.
Knowledge of insurance regulations and banking procedures.
Self‑motivated with the ability to work independently under minimal supervision.
Fluency in Bengali and English; Hindi is a plus.
Valid driver's license and clean driving record.

📌 Relationship Manager Banca West Bengal
🏢 Universal Sompo General Insurance
📍 West Bengal