Senior Relationship Manager - Life Insurance (Banca Channel)

Staunch HR Services Private Limited; Kottayam; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Incentives

Personal insurance

Paid leaves

Other allowances

Job summary

Staunch HR Services Private Limited is seeking a Senior Relationship Manager for the Life Insurance sector, concentrating on the Banca Channel in India. You will manage client and bank-partner relationships, schedule meeting leads, and assess customers’ financial needs to recommend life insurance and investment products.

You’ll also handle field investigations, appraisal notes, and ensure proposals comply with legal requirements.

Job description

We are seeking a Senior Relationship Manager for the Life Insurance sector, specifically within the Banca Channel. The ideal candidate will be responsible for managing relationships with clients and bank partners to drive sales and enhance customer satisfaction. This role involves accepting and scheduling meetings with leads generated from assigned bank branches, as well as generating new leads independently. The incumbent will explore customers' financial needs related to life insurance and investment, selecting appropriate products from our range to meet these needs. Key responsibilities include making appointments, completing sales documentation accurately, and ensuring a high degree of customer service and trust. Additionally, the role requires managing field investigations, developing appraisal notes, and scrutinizing the legal aspects of proposals. The Senior Relationship Manager will also identify and develop channel partners to achieve consistent and profitable business volumes. Extra benefits include monthly and quarterly incentives, personal insurance cover, paid leaves, and other allowances.