Branch Relationship Manager

Kotak General Insurance; Gurugram District, Coimbatore District, Delhi; On-site; INR 400,000 - 600,000; Full time

Job summary

Kotak General Insurance is seeking a dynamic Bancassurance Sales professional to drive insurance sales through bank branches. The role emphasizes building strong relationships with branch staff, identifying customer needs, and achieving targets across insurance products.

You will generate leads from the bank's customer base, conduct joint sales calls, and provide product training to bank personnel while ensuring compliance with guidelines and maintaining high levels of service.

Qualifications

• Graduate in any discipline.
• Prior Bancassurance or general insurance and banking sales experience preferred.
• Strong communication and sales skills.
• Customer-focused with ability to work in a target-driven environment.
• Ability to build relationships with branch staff.

Responsibilities

• Drive general insurance sales through assigned bank branches.
• Develop and maintain strong relationships with branch managers and bank personnel.
• Identify customer needs and recommend suitable insurance solutions.
• Generate leads through the bank's customer base.
• Conduct joint sales calls and meetings with bank staff.
• Ensure achievement of monthly, quarterly, and annual sales targets.
• Provide product training and sales support to bank employees.
• Maintain high levels of customer service and persistency.
• Ensure compliance with company and regulatory guidelines.
• Submit regular sales reports and updates to management.

Skills

Communication

Relationship management

Sales skills

Customer focus

Target driven

Education

Graduate in any discipline

Job description

We are seeking a dynamic and result-oriented Bancassurance Sales professional to drive insurance sales through the bank branch network. The role involves building strong relationships with bank staff, generating leads, and achieving assigned sales targets for insurance products.

Key Responsibilities

• Drive general insurance sales through assigned bank branches.
• Develop and maintain strong relationships with branch managers and bank personnel.
• Identify customer needs and recommend suitable insurance solutions.
• Generate leads through the bank's customer base.
• Conduct joint sales calls and customer meetings with bank staff.
• Ensure achievement of monthly, quarterly, and annual sales targets.
• Provide product training and sales support to bank employees.
• Maintain high levels of customer service and persistency.
• Ensure compliance with company and regulatory guidelines.
• Submit regular sales reports and updates to management.

Role Requirement

• Graduate in any discipline.
• Prior experience in Bancassurance, general Insurance, Banking Sales, Motor Insurance, Health Insurance Sales preferred.
• Good communication, relationship management, and sales skills.
• Strong customer-focused approach.
• Ability to work in a target-driven environment.