Relationship Manager

Intellismith Consultancy; Pune District; On-site; INR 500,000 - 800,000; Full time

Job summary

Intellismith Consultancy in Pune district, Maharashtra, India, seeks a Bancassurance Channel professional to manage relationships with bank branches and staff. You will coordinate with bank personnel to generate insurance business, meet monthly and annual sales targets, and train staff to promote insurance products.

You will handle leads, explain suitable products to customers, track performance, ensure compliance, and prepare sales reports for management.

Responsibilities

• Manage and develop relationships with bank branches and bank staff.
• Coordinate with bank employees to generate insurance business.
• Achieve assigned monthly and annual sales targets.
• Generate leads through the bank’s customer base.
• Meet customers and explain suitable insurance products.
• Train and motivate bank staff to promote insurance products.
• Follow up on leads and convert them into business.
• Maintain strong relationships with branch managers and bank officials.
• Track daily sales, leads, and business performance.
• Ensure proper documentation and compliance with company policies.
• Handle customer queries and coordinate for timely resolution.
• Conduct regular branch visits and review business performance.
• Prepare and share sales reports with management.

Job description

RM Bancassurance Channel | Roles & Responsibilities

Job Description (JD):

• Manage and develop relationships with bank branches and bank staff.
• Coordinate with bank employees to generate insurance business.
• Achieve assigned monthly and annual sales targets.
• Generate leads through the bank’s customer base.
• Meet customers and explain suitable insurance products.
• Train and motivate bank staff to promote insurance products.
• Follow up on leads and convert them into business.
• Maintain strong relationships with branch managers and bank officials.
• Track daily sales, leads, and business performance.
• Ensure proper documentation and compliance with company policies.
• Handle customer queries and coordinate for timely resolution.
• Conduct regular branch visits and review business performance.
• Prepare and share sales reports with management.