Relationship Manager

UpMan Placements; Morbi, Ahmedabad District, Rajkot; On-site; INR 600,000 - 1,100,000; Full time

Job summary

UpMan Placements is seeking a Bancassurance Channel Relationship Manager to grow insurance through bank branches and banking teams. You will manage relationships, drive sales through the bancassurance channel, and achieve monthly and annual targets.

Responsibilities include generating leads from bank customers, training staff, coordinating with bank teams, tracking MIS, and ensuring compliance with guidelines. A strong sales orientation and stakeholder management are essential.

Qualifications

• Graduate / MBA preferred.
• 26 years of experience in Bancassurance, Insurance Sales, Retail Banking, or Channel Sales.
• Prior experience handling bank branches and branch-level stakeholders is highly preferred.
• Strong sales orientation with a proven track record of achieving targets.
• Good communication, relationship-building, and negotiation skills.

Responsibilities

• Manage relationships with bank branches, branch managers, and banking teams.
• Drive insurance sales through the assigned bancassurance channel.
• Achieve monthly and annual sales and business targets.
• Generate leads through bank customers and ensure effective lead conversion.
• Conduct regular meetings and coordinate with bank teams to maximize business opportunities.
• Train and motivate bank staff on insurance products, processes, and sales techniques.
• Ensure proper follow-up on leads, proposals, and policy issuance.
• Maintain strong relationships with key stakeholders and resolve customer/branch-level issues.
• Track sales performance, pipeline, and business MIS.
• Ensure compliance with company and regulatory guidelines.
• Identify opportunities to increase business from existing bank branches.

Skills

Bancassurance / Insurance Sales

Bank Branch Relationship Management

Business Development & Lead Generation

Sales Target Achievement

Customer Relationship Management

Stakeholder Management

Negotiation & Communication Skills

Team Coordination

MIS & Sales Reporting

Education

Graduate / MBA

Job description

We are looking for a Bancassurance Channel Relationship Manager responsible for managing and developing relationships with bank branches and teams to drive insurance business through the bancassurance channel.

Key Responsibilities

• Manage relationships with bank branches, branch managers, and banking teams.
• Drive insurance sales through the assigned bancassurance channel.
• Achieve monthly and annual sales and business targets.
• Generate leads through bank customers and ensure effective lead conversion.
• Conduct regular meetings and coordinate with bank teams to maximize business opportunities.
• Train and motivate bank staff on insurance products, processes, and sales techniques.
• Ensure proper follow-up on leads, proposals, and policy issuance.
• Maintain strong relationships with key stakeholders and resolve customer/branch-level issues.
• Track sales performance, pipeline, and business MIS.
• Ensure compliance with company and regulatory guidelines.
• Identify opportunities to increase business from existing bank branches.

Key Skills

• Bancassurance / Insurance Sales
• Bank Branch Relationship Management
• Business Development & Lead Generation
• Sales Target Achievement
• Customer Relationship Management
• Stakeholder Management
• Negotiation & Communication Skills
• Team Coordination
• MIS & Sales Reporting

Preferred Candidate Profile

• Graduate / MBA preferred.
• 26 years of experience in Bancassurance, Insurance Sales, Retail Banking, or Channel Sales.
• Prior experience handling bank branches and branch-level stakeholders is highly preferred.
• Strong sales orientation with a proven track record of achieving targets.
• Good communication, relationship-building, and negotiation skills.