Cluster Relationship Manager-Banca

Bwise Solutions; Madurai District, Vellur, Bengaluru; On-site; INR 480,000 - 650,000; Full time

Job summary

Bwise Solutions seeks an insurance bancassurance specialist to lead health insurance business across a cluster of bank branches in Tamil Nadu. You will drive sales targets, build strong relationships with branch and sales teams, and coordinate with underwriting and operations to resolve issues.

The role requires 4–8 years of bancassurance experience, with at least 1 year of team handling. You will monitor performance, conduct branch visits, and ensure SLA, compliance, and IRDAI guidelines are

Qualifications

• 4 to 8 years insurance bancassurance experience.
• Minimum 1 year of team handling experience.
• Experience coordinating with underwriting and operations.

Responsibilities

• Manage health insurance business across a cluster of bank branches and drive sales targets.
• Build relationships with Branch Managers, Relationship Managers, and bank sales teams to generate business.
• Drive bancassurance sales, lead conversion, cross-selling, and customer acquisition through branch channels.
• Monitor branch performance, productivity, conversion ratios, and target achievement.
• Conduct branch visits, sales reviews, product training, and joint customer meetings.
• Ensure effective lead management, pipeline tracking, and timely follow-up.
• Coordinate with underwriting, operations, and claims teams to resolve policy issues.
• Ensure adherence to SLA, compliance, SOPs, and IRDAI guidelines.
• Prepare MIS and performance reports and implement action plans to improve cluster productivity.

Skills

Sales targets

Branch relationships

Bancassurance sales

Lead conversion

Customer acquisition

Job description

Roles & Responsibilities

• Manage health insurance business across a cluster of bank branches and drive achievement of sales and revenue targets.
• Build strong relationships with Branch Managers, Relationship Managers, and bank sales teams to generate business.
• Drive bancassurance sales, lead conversion, cross-selling, and customer acquisition through branch channels.
• Monitor branch-wise performance, productivity, conversion ratios, and target achievement.
• Conduct regular branch visits, sales reviews, product training, and joint customer meetings.
• Ensure effective lead management, pipeline tracking, and timely follow-up.
• Coordinate with underwriting, operations, and claims teams to resolve customer and policy-related issues.
• Ensure adherence to SLA, compliance, SOPs, and IRDAI guidelines.
• Prepare MIS and performance reports and implement action plans to improve cluster productivity.

Candidate must have 4 to 8 years insurance banca experience with 1 year of team handling experience.