Relationship Manager - Life Insurance

TalentNex Solutions; Ernakulam; On-site; INR 500,000 - 900,000; Full time

Job summary

TalentNex Solutions in Kerala seeks an experienced Relationship Manager specialized in Life Insurance to manage and grow relationships with HNI and NRI clients. The role emphasizes bancassurance-driven sales, strategic networking, and collaboration with banking partners to deliver tailored insurance solutions.

You will lead a sales team, analyze market trends, and provide reports to senior management. Strong communication skills and a proactive sales approach are essential for success in this

Qualifications

• Proven experience in life insurance sales and relationship management.
• Strong bancassurance knowledge and client acquisition skills.
• Excellent communication and interpersonal abilities.
• Ability to lead and motivate a sales team.
• Familiarity with HNI and NRI client handling practices.

Responsibilities

• Develop and maintain relationships with HNI and NRI clients.
• Drive life insurance sales through relationship management and networking.
• Collaborate with banking partners to leverage bancassurance opportunities.
• Lead and manage a sales team to achieve targets.
• Conduct market analysis to identify trends and opportunities.
• Prepare and present sales reports to senior management.

Skills

Life insurance sales

Relationship management

Bancassurance

HNI client handling

NRI client handling

Team leadership

Communication

Market analysis

Job description

We are seeking a dynamic and experienced Relationship Manager specializing in Life Insurance to join our team in Kerala. The ideal candidate will have a strong background in insurance sales, particularly in bancassurance, and will be responsible for managing relationships with high-net-worth individuals (HNI) and non-resident Indians (NRI). This role requires a proactive approach to sales and client management, ensuring that our affluent clients receive tailored insurance solutions that meet their unique needs.

Key Responsibilities

• Develop and maintain strong relationships with HNI and NRI clients, understanding their financial goals and insurance needs.
• Drive sales of life insurance products through effective relationship management and networking.
• Collaborate with banking partners to leverage bancassurance opportunities and enhance sales performance.
• Lead and manage a team of sales professionals, providing guidance and support to achieve sales targets.
• Conduct regular market analysis to identify trends and opportunities in the life insurance sector.
• Prepare and present sales reports to senior management, highlighting achievements and areas for improvement.

Required Skills

• Proven experience in life insurance sales and relationship management.
• Strong understanding of bancassurance sales strategies.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Demonstrated ability to lead and motivate a sales team.
• Knowledge of HNI and NRI client handling practices.
• Strong analytical skills to assess market trends and client needs.