Walk-in | Relationship Manager

Aditya Birla Capital; Gurugram District; On-site; INR 500,000 - 900,000; Full time

Job summary

Aditya Birla Capital Ltd. is seeking a dynamic Relationship Manager for the Bancassurance Channel. You will drive life insurance business through bank branches by building strong partnerships with bank staff and customers, while consistently hitting sales targets.

The role emphasizes lead generation, needs analysis, and product recommendations aligned with customer financial goals. You will train branch teams on insurance products and ensure compliant, ethical sales practices are followed.

Qualifications

• Graduation is mandatory.
• Experience in bancassurance or life insurance sales is a plus.
• Proven ability to meet sales targets and build bank-channel partnerships.

Responsibilities

• Bank Relationship Management- Build strong relationships with assigned bank branches.- Coordinate with Branch Managers and bank staff.- Develop strong business partnerships.
• Insurance Sales & Business Development- Generate insurance business through bank customer leads.- Understand customer financial needs and suggest suitable insurance solutions.- Achieve sales targets.
• Lead Management- Follow up on leads generated through bank branches.- Convert prospects into policyholders.- Maintain a strong sales pipeline.
• Customer Relationship Management- Conduct financial need analysis.- Provide product information.- Ensure excellent customer experience.
• Training & Support- Train and motivate bank employees regarding insurance products.- Conduct product awareness sessions.
• Compliance & Documentation- Follow IRDAI guidelines.- Maintain documentation and ethical sales practices.

Skills

Communication Skills

Sales & Negotiation Skills

Relationship Management

Customer Handling

Target-Oriented Mindset

Presentation Skills

Education

Graduation

Job description

ABOUT THE ROLE

We are looking for a dynamic and result-oriented Relationship Manager for the Bancassurance Channel. The candidate will be responsible for driving life insurance business through assigned bank branches by building strong relationships with bank partners, managing customers, and achieving business targets.

ROLES & RESPONSIBILITIES

• Bank Relationship Management- Build strong relationships with assigned bank branches.- Coordinate with Branch Managers and bank staff.- Develop strong business partnerships.
• Insurance Sales & Business Development- Generate insurance business through bank customer leads.- Understand customer financial needs and suggest suitable insurance solutions.- Achieve sales targets.
• Lead Management- Follow up on leads generated through bank branches.- Convert prospects into policyholders.- Maintain a strong sales pipeline.
• Customer Relationship Management- Conduct financial need analysis.- Provide product information.- Ensure excellent customer experience.
• Training & Support- Train and motivate bank employees regarding insurance products.- Conduct product awareness sessions.
• Compliance & Documentation- Follow IRDAI guidelines.- Maintain documentation and ethical sales practices.

REQUIRED SKILLS

• Communication Skills
• Sales & Negotiation Skills
• Relationship Management
• Customer Handling
• Target-Oriented Mindset
• Presentation Skills

ELIGIBILITY CRITERIA

Education: Graduation Mandatory

Preferred Experience

• Life Insurance
• Banking
• CASA Sales
• Loan Sales
• BFSI Sales
• Financial Product Sales

KEY PERFORMANCE INDICATORS

• Premium Collection
• Policy Conversion Ratio
• Lead ConversionBranch Activation
• Customer Meetings
• Sales Target Achievement
• Persistency Ratio

COMPENSATION

• Fixed Salary (CTC)
• Performance Incentives
• Rewards & Recognition
• Growth Opportunities

CAREER GROWTH

Relationship Manager Senior Relationship Manager Branch Relationship Manager Area Manager Regional Manager

Candidate Pitch

We have an opportunity with Aditya Birla Sun Life Insurance for the Bancassurance Channel. It is an on-roll Relationship Manager profile where you will work with bank branches, generate business through customer relationships, and provide suitable life insurance solutions.