Relationship Manager- 4.5 Banca Channel

Wego Consultants; Tirupati, Warangal, Hyderabad; On-site; INR 300,000 - 540,000; Full time

Job summary

Wego Consultants in Tirupati invites a dynamic Relationship Manager to drive life insurance sales through bank branches. You will build strong relationships with bank staff, identify customer needs, and achieve sales targets while delivering excellent service.

The role requires hands-on sales execution, pipeline management, and compliance with IRDAI regulations. Local market knowledge and customer-centric approach are valued.

Responsibilities

• Develop and maintain strong relationships with bank branch managers and staff.
• Generate life insurance business through the assigned bank branches.
• Drive sales by identifying customer needs and recommending suitable life insurance products.
• Achieve monthly and annual business targets.
• Conduct product training and sales activities for bank employees.
• Follow up on leads, manage the sales pipeline, and convert prospects into business.
• Ensure proper documentation and timely policy issuance.
• Maintain compliance with company policies, IRDAI regulations, and banking guidelines.
• Provide after-sales support and maintain customer satisfaction.

Job description

We are looking for a dynamic and sales-oriented Relationship Manager to drive life insurance business through an assigned bank branch network. The candidate will be responsible for building strong relationships with bank staff, generating business leads, achieving sales targets, and ensuring excellent customer service.

Roles and Responsibilities

• Develop and maintain strong relationships with bank branch managers and staff.
• Generate life insurance business through the assigned bank branches.
• Drive sales by identifying customer needs and recommending suitable life insurance products.
• Achieve monthly and annual business targets.
• Conduct product training and sales activities for bank employees.
• Follow up on leads, manage the sales pipeline, and convert prospects into business.
• Ensure proper documentation and timely policy issuance.
• Maintain compliance with company policies, IRDAI regulations, and banking guidelines.
• Provide after-sales support and maintain customer satisfaction.