Senior Relationship Manager - Life Insurance (Banca Channel)

Staunch HR Services Private Limited; Kozhikode district; On-site; INR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Monthly incentives

Quarterly incentives

Personal insurance

Paid leaves

Other allowances

Job summary

Staunch HR Services Private Limited invites applications for a Senior Relationship Manager in our Life Insurance division, focused on the Banca Channel. You will manage relationships with clients and bank partners, schedule meetings with leads, and generate new opportunities to drive sales while ensuring top-tier customer service.

Ideal candidates will understand working capital products and investment solutions, develop channel partnerships, and contribute to profitable business growth with

Qualifications

• Managing relationships with clients and bank partners to drive sales and ensure customer satisfaction.
• Scheduling meetings with leads generated from bank branches and generating new leads.

Responsibilities

• Manage relationships with clients and bank partners to drive life insurance sales.
• Schedule meetings with leads from bank branches and generate new leads independently.
• Identify and develop channel partners to grow profitable business volumes.
• Assess customers' financial needs related to life insurance and investment products, offering suitable solutions.
• Ensure a high degree of customer service and satisfaction and supervise field activities.

Job description

Senior Relationship Manager

We are seeking a Senior Relationship Manager for our Life Insurance division, 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 products, selecting appropriate offerings from our product range to meet these needs. Key responsibilities include ensuring a high degree of customer service and satisfaction, managing field investigations, and developing appraisal notes while scrutinizing the legal dimensions of proposals. Additionally, the role requires identifying and developing channel partners to achieve consistent and profitable business volumes. Candidates should possess a strong understanding of working capital products and demonstrate excellent interpersonal skills.

• Extra benefits include monthly and quarterly incentives, personal insurance cover, paid leaves, and other allowances.