Role & responsibilities
Drive life insurance sales through bank branches and assigned banking partners.
Build and maintain solid relationships with Branch Managers, Relationship Managers, and bank staff.
Generate leads through the banks customer base and convert them into life insurance business.
Achieve monthly and annual sales targets, premium targets, and business KPIs.
Conduct customer meetings, understand financial needs, and recommend suitable life insurance solutions.
Train and motivate bank employees to generate quality insurance leads.
Follow up on leads, proposals, documentation, and policy issuance.
Ensure high customer satisfaction, persistency, and renewal business.
Maintain regular MIS and sales reports and ensure compliance with company and IRDAI guidelines.

Preferred candidate profile
Graduate in any discipline.
15 years of experience in Life Insurance / Bancassurance / Banking / BFSI sales preferred.
Solid communication, relationship-building, and sales skills.
Target-oriented with positive customer-handling abilities.
Experience working with bank branches will be an added advantage.

📌 Relationship Manager Pune
🏢 SKILLVENTORY
📍 Pune