Senior Relationship Manager - Life Insurance (Banca Channel)

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

Benefits offered by this job

monthly incentives

personal insurance cover

paid leaves

other allowances

Job summary

Staunch HR Services Private Limited seeks a Senior Relationship Manager for Life Insurance in the Banca Channel. You will manage relationships with clients and bank partners to drive sales, and schedule meetings with leads from bank branches while generating new opportunities.

You will assess customers’ financial needs related to life insurance and investments, recommend suitable products, supervise field investigations, and develop appraisal notes while reviewing the legal aspects of proposals.

Qualifications

• Experience in life insurance sales through banca channel.
• Strong client and partner relationship management.
• Excellent interpersonal and communication skills.

Responsibilities

• Manage relationships with clients and bank partners to drive sales and satisfaction.
• Schedule meetings with leads from bank branches and generate new opportunities.
• Assess financial needs and recommend suitable life insurance or investment products.
• Identify and develop channel partners to achieve profitable volumes.
• Oversee field investigations and develop appraisal notes; review proposal legality.

Skills

Relationship management

Bank channel

Life Insurance

Sales

Interpersonal skills

Job description

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 high levels 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.

• monthly and quarterly incentives
• personal insurance cover
• paid leaves
• other allowances