Relationship Manager - Insurance

SkillLabs; Chandigarh; On-site; INR 300,000 - 600,000; Full time

Job summary

SkillLabs in Chandigarh seeks a Key Relationship Manager (KRM) for Life Insurance to drive bancassurance sales through bank branches. You will build and maintain relationships with branch teams and customers, generate leads, explain policy terms, and ensure smooth issuance and post-sale support.

The ideal candidate has 1–5 years in life insurance or bancassurance sales, strong communication, and a customer-focused, target-driven approach with willingness to travel locally.

Qualifications

• Graduate in any discipline.
• 1–5 years of experience in Life Insurance / Bancassurance sales preferred.
• Good communication, relationship-building, and convincing skills.
• Willingness to work with bank branches and travel locally as required.

Responsibilities

• Drive life insurance sales through the bank’s bancassurance channel.
• Build and maintain strong relationships with bank branch teams and customers.
• Generate leads through branch referrals and customer interactions.
• Explain life insurance products, benefits, eligibility, and policy terms to customers.
• Achieve monthly and annual sales targets.
• Coordinate with bank staff to maximize business opportunities and conversions.
• Ensure proper documentation and smooth policy issuance.
• Maintain regular follow-ups with customers and branch teams.
• Ensure high-quality customer service and support post-sales activities.

Skills

Communication skills

Relationship building

Convincing skills

Target-oriented

Customer-focused

Education

Graduate degree

Job description

Key Relationship Manager (KRM) – Life Insurance

Channel: Bancassurance

Roles & Responsibilities

• Drive life insurance sales through the bank’s bancassurance channel.
• Build and maintain strong relationships with bank branch teams and customers.
• Generate leads through branch referrals and customer interactions.
• Explain life insurance products, benefits, eligibility, and policy terms to customers.
• Achieve monthly and annual sales targets.
• Coordinate with bank staff to maximize business opportunities and conversions.
• Ensure proper documentation and smooth policy issuance.
• Maintain regular follow-ups with customers and branch teams.
• Ensure high-quality customer service and support post-sales activities.

Requirements

• Graduate in any discipline.
• 1–5 years of experience in Life Insurance / Bancassurance sales preferred.
• Candidates with experience in banking sales or insurance sales can be considered.
• Good communication, relationship-building, and convincing skills.
• Strong target-oriented and customer-focused approach.
• Willingness to work with bank branches and travel locally as required.