Relationship Manager

Kotak General Insurance; Amravati, Jamnagar; On-site; INR 450,000 - 850,000; Full time

Job summary

Kotak General Insurance is hiring a Bancassurance Manager / Relationship Manager to drive insurance sales through bank branches in Maharashtra. The role focuses on building strong relationships with branch staff, identifying customer needs, and achieving targets through cross-selling products.

The position involves joint meetings, training bank employees, and maintaining regulatory compliance while tracking performance and handling policy issuance and servicing. Fresher-friendly for graduates.

Qualifications

• Any Graduate; experience & Fresher can apply.

Responsibilities

• Develop and maintain relationships with branch managers and bank staff.
• Generate insurance business through the assigned bank branches.
• Identify customer insurance needs and recommend suitable products.
• Conduct joint customer meetings and sales presentations.
• Achieve monthly, quarterly, and annual sales targets.
• Provide training and product knowledge sessions to bank employees.
• Ensure compliance with regulatory and company guidelines.
• Track sales performance and prepare MIS/reports.
• Resolve customer queries and coordinate policy issuance and servicing.
• Drive customer retention and renewal business.

Skills

Relationship management

Sales

Bank liaison

MIS reporting

Education

Graduate degree

Job description

Job Title: Bancassurance Manager / Relationship Manager - Bancassurance

Role Purpose: Drive insurance sales through bank branches by building strong relationships with bank staff, identifying customer needs, and achieving business targets through cross-selling insurance products.

Key Responsibilities:

• Develop and maintain relationships with branch managers and bank staff.
• Generate insurance business through the assigned bank branches.
• Identify customer insurance needs and recommend suitable products.
• Conduct joint customer meetings and sales presentations.
• Achieve monthly, quarterly, and annual sales targets.
• Provide training and product knowledge sessions to bank employees.
• Ensure compliance with regulatory and company guidelines.
• Track sales performance and prepare MIS/reports.
• Resolve customer queries and coordinate policy issuance and servicing.
• Drive customer retention and renewal business.

Any Graduate, experience & Fresher can apply.