Bancassurance Relationship Manager

RBG HR Services LLP; West Bengal; On-site; INR 600,000 - 1,200,000; Full time

Job summary

RBG HR Services LLP in India seeks an experienced banca sales professional to drive life insurance growth through banca channels and strengthen client relationships. You will develop cross-selling opportunities, collaborate with branch banking teams, and target high-net-worth individuals, tracking performance against goals and refining the sales approach for better outcomes.

The role requires deep knowledge of bancassurance, strong interpersonal skills, and a proven ability to build trust with

Qualifications

• 1-15 years of experience in banca sales or Life Insurance related field.
• Strong understanding of bancassurance sales principles and practices.
• Excellent relationship management skills with ability to build rapport with customers at all levels.

Responsibilities

• Manage relationships with existing clients to identify cross-selling opportunities for life insurance products through banca channels.
• Develop and maintain strong relationships with branch banking teams to drive third-party business growth.
• Identify new business prospects and develop strategies to acquire high net worth individual (HNI) clients through effective HNI client handling.
• Monitor sales performance, track progress against targets, and provide feedback to improve sales team's effectiveness.

Skills

Relationship management

Bancassurance sales

Sales strategy

Job description

Roles and Responsibilities :

• Manage relationships with existing clients to identify cross-selling opportunities for life insurance products through banca channels.
• Develop and maintain strong relationships with branch banking teams to drive third-party business growth.
• Identify new business prospects and develop strategies to acquire high net worth individual (HNI) clients through effective HNI client handling.
• Monitor sales performance, track progress against targets, and provide feedback to improve sales team's effectiveness.

Job Requirements :

• 1-15 years of experience in banca sales or Life Insurance related field.
• Strong understanding of bancassurance sales principles and practices.
• Excellent relationship management skills with ability to build strong rapport with customers at all levels.