Key Responsibilities

- Branch Sales & Lead Generation: Drive insurance policy sales by engaging walk-in and existing customers at assigned bank branches.
- Bank Staff Partnership: Build strong, ongoing relationships with Branch Managers and bank tellers/officers to get regular customer referrals.
- Training & Enablement: Train bank employees on insurance products, sales pitches, and regulatory updates so they can spot cross-selling opportunities.
- Customer Consultations: Meet referred customers, assess their financial protection or wealth goals, and recommend suitable insurance covers.
- Documentation & Compliance: Ensure smooth policy logins, accurate KYC/paperwork, and strict adherence to regulatory rules (e.g., IRDAI/III guidelines) with zero mis-selling.
- Renewals & Persistency:



Follow up on policy renewals to maintain high persistency rates and handle post-sale service querie
- - Education: Graduate in any discipline (Commerce, Business Administration, or Finance preferred)
- Experience: Min 1 year of experience in BFSI (Banking, Financial Services, and Insurance) or direct channel/bancassurance sales
- Candidate should have
- Robust communication and interpersonal skills
- Relationship-building and stakeholder management
- Target orientation and negotiation skills

Interested candidates can share your resume to [email protected] or DM to (phone hidden)(Anju)

📌 Relationship Manager (Ernakulam)
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