Job highlights

- Experience in bancassurance sales with strong convincing skills

- Drive insurance sales through bank branch collaboration, customer acquisition, upselling, training, and reporting

Role & responsibilities

- Build robust working relationships with bank branch teams (across 4-5 branches) to drive insurance sales.

- Promote life insurance products to bank customers through joint field calls and customer meetings.

- Support business growth through new customer acquisition and upselling to existing clients.

- Ensure excellent service delivery and assist in customer retention and problem resolution.

- Collaborate with bank staff to conduct training and product knowledge sessions.

- Track sales performance, generate reports, and share insights with the manager regularly.

- Ensure adherence to company processes and regulatory guidelines in all business practices.

- Interact with High Net-Worth Individuals (HNIs) and provide tailored financial solutions.

- Maintain high satisfaction levels among bank partners and customers.

📌 Relationship Manager (Nagercoil)
🏢 Bajaj Life Insurance
📍 Nagercoil