Executive Relationship Manager - Banca Direct

Workline Private Limited; Lucknow; On-site; INR 350,000 - 550,000; Full time

Job summary

Workline Private Limited is seeking an Executive Relationship Manager - Banca Direct in Lucknow to drive insurance product sales through bank branches and build strong bank staff relationships. You will identify customer needs, recommend solutions, and work to achieve monthly targets in a customer-facing role.

Qualifications include a Graduate degree with 1–3 years of bancassurance or sales experience. The position requires on-site work at the branch network in Lucknow and surrounding areas.

Qualifications

• Education: Graduate.
• Experience: 1 to 3 years in bancassurance or sales.

Responsibilities

• Drive sales of insurance products through bank branches (walk-in / database customers).
• Source business through direct customer interactions within the branch.
• Build and maintain strong relationships with bank staff to generate referrals.
• Identify customer needs and recommend suitable insurance solutions.
• Achieve monthly sales targets and business goals.

Skills

Sales skills

Relationship management

Banking products

Customer facing

Education

Graduate

Job description

BANC - Executive Relationship Manager - Banca Direct

PMLI15961

Bancassurance

03-Jun-2026

Job Description

Key Responsibilities:

Drive sales of insurance products through bank branches (walk-in / database customers)Source business through direct customer interactions within the branchBuild and maintain strong relationships with bank staff to generate referralsIdentify customer needs and recommend suitable insurance solutionsAchieve monthly sales targets and business goals

Short Info

• Qualifications: Graduate
• Experience: 1 Years - 0 MonthsTo3 Years - 0 Months