Bancassurance Relationship Manager

Rozeegpt; Karachi Division; On-site; PKR 600,000 - 900,000; Full time

Job summary

EFU Life Assurance Ltd. is seeking an Executive Officer for RM Bancassurance to strengthen client relationships and support strategic objectives.

The role emphasizes relationship management, insurance product knowledge, and adherence to KYC norms and company policies. The successful candidate will work cross-functionally with internal teams to deliver compliant services, identify growth opportunities, and mitigate risks.

Qualifications

• Minimum 2 years of experience in insurance or financial services.
• Strong collaboration skills to work with internal teams on reporting and process improvements.
• Knowledge of KYC norms and regulatory requirements.
• Proactive in identifying growth opportunities and risk mitigation.
• Ability to negotiate terms and deliver compliant services.

Responsibilities

• Build and nurture strong client relationships to boost retention and satisfaction.
• Develop and execute strategic plans aligned with client objectives and company goals.
• Conduct risk assessments to ensure compliance with policies and regulations.
• Negotiate terms and agreements with clients to secure favorable outcomes.
• Identify and pursue new business opportunities to drive growth.
• Collaborate with internal teams to deliver seamless service and resolve issues.
• Monitor and manage client portfolios to optimize service quality and risk control.
• Prepare and present reports on client activities, risk factors, and progress in business development.
• Stay updated on industry trends and regulatory changes to maintain compliance.
• Support senior management in process improvements and best practices.

Skills

Relationship management

KYC compliance

Insurance product knowledge

Regulatory compliance

Client communication

Risk assessment

Job description

EFU Life Assurance Ltd. is seeking an Executive Officer for RM Bancassurance to strengthen client relationships and support strategic objectives.

The role emphasizes relationship management, insurance product knowledge, and adherence to KYC norms and company policies. The successful candidate will work cross-functionally with internal teams to deliver compliant services, identify growth opportunities, and mitigate risks.