Senior Relationship Manager - Insurance Banca Channel

Staunch HR Services Private Limited; Warangal; On-site; INR 600,000 - 1,000,000; Full time

Benefits offered by this job

Incentives (monthly & quarterly)

Personal insurance coverage

Paid leaves

Other allowances

Job summary

Staunch HR Services Private Limited seeks a Senior Relationship Manager for the Insurance Banca Channel in Telangana. The role will manage and nurture client relationships primarily through leads from partner bank branches and guide clients through the selection of life insurance and investment products.

You will schedule meetings, perform financial needs analyses, and complete sales documentation to secure purchases.

Qualifications

• Experience in financial needs analyses to identify suitable life insurance and investment products.
• Strong skills in customer service and relationship management.
• Proven ability to schedule meetings and manage client pipelines.

Responsibilities

• Accept meetings from partner bank branches and warm leads.
• Conduct financial needs analyses for life insurance and investments.
• Complete sales documentation and secure customer agreement to purchase.
• Source and develop new channel relationships to expand client base.
• Maintain high levels of customer service and satisfaction.
• Manage field investigations and assess proposals from a legal standpoint.
• Develop channel partners to achieve profitable volumes.

Skills

Relationship management

Customer service

Financial needs analysis

Lead generation

Sales documentation

Insurance products

Job description

We are seeking a Senior Relationship Manager for the Insurance Banca Channel to join our team in Telangana. The ideal candidate will be responsible for managing and nurturing relationships with clients, primarily through leads generated from assigned partner bank branches. This role involves scheduling meetings with potential clients, understanding their financial needs related to life insurance and investment products, and guiding them through the selection process to ensure they find the right solutions for their needs.

Key responsibilities

• Accepting and scheduling meetings with leads generated from partner bank branches and warm leads provided by bank employees.
• Conducting thorough financial needs analyses to identify suitable life insurance and investment products from our offerings.
• Completing sales documentation accurately and ensuring customer agreement to purchase.
• Sourcing and identifying new relationships for the bank to expand our client base.
• Maintaining a high degree of customer service and satisfaction to build trust and long-term relationships.
• Managing field investigations and developing appraisal notes while scrutinizing the legal dimensions of proposals.
• Identifying and developing channel partners to achieve consistent and profitable business volumes.

The successful candidate will possess strong skills in customer service, relationship management, and financial needs analysis. Experience in lead generation and a solid understanding of insurance products will be essential for success in this role.

In addition to a competitive salary, we offer monthly and quarterly incentives, personal insurance coverage, paid leaves, and other allowances.

If you are passionate about helping clients achieve their financial goals and have the required experience, we encourage you to apply for this exciting opportunity.