Relationship Manager

💼 Job Description: Relationship Manager / Executive – Bancassurance🏢 Position OverviewWe are looking for a dynamic, result-oriented Sales Professional (Bancassurance) to join our growing insurance team.

📍 Job Locations: Mumbai, Surat & Vapi

In this role, you will be stationed at our partner bank branches. Your primary responsibility will be to build strong relationships with bank staff and walk-in customers to drive the sales of insurance products.

This role is a mix of in-office relationship management and field sales to meet and close deals with bank clients.

🔑 Key Responsibilities🤝 Partner Management: Build and maintain strong, professional relationships with partner bank branch managers and staff to generate quality leads.

📈 Sales Generation: Pitch and sell insurance products to the bank’s existing walk-in customers and high-net-worth individuals (HNIs).

📋 Lead Utilization: Effectively follow up on pre-generated leads provided by the bank system and close sales.

🚗 Field Visits: Travel locally within the assigned territory to meet clients at their convenience to finalize documentation and close deals.

🤝 Customer Service: Assist clients with documentation, policy issuance, and post-sales queries or claims assistance to ensure high customer satisfaction.

🎯 Target Achievement: Consistently meet or exceed monthly and quarterly sales targets set by the organization.

• 🎓 Eligibility Criteria👤 Experience: Minimum 1 year of sales experience, preferably in Bancassurance, Insurance, Banking, or BFSI.
• 🎓 Education: Graduate in any stream (mandatory).
• 🎂 Age Limit: 20 to 40 years.
• ⚥ Gender: Open to both Male and Female candidates.

💰 Compensation & Benefits💼 Fixed CTC: ₹3.50 Lakhs Per Annum (LPA)

🎁 Incentives: Performance-based monthly/quarterly lucrative incentives based on target achievement.

✈️ Additional Benefits: Standard corporate benefits, including travel allowances as per company policy, and career growth opportunities.

• 🛠️ Required Skills & Competencies🗣️ Strong communication, negotiation, and interpersonal skills.
• 🤝 Ability to build trust and rapport quickly with corporate bank partners and retail customers.
• 🚀 Self-motivated and target-driven mindset.
• 📊 Basic understanding of insurance products and financial planning.

• 🏦 Work Environment & Location💼 Job Type: Full-time, Permanent.
• 🏢 Work Type: Bancassurance / Sales (Combination of Branch/Office presence and local Field visits).
• 📍 Job Locations: Mumbai, Surat, and Vapi.
• 🏦 Openings: Multiple openings across major bank branches.

📞 Interested CandidatesInterested candidates can share their updated resume and contact details with the recruitment team.

📌 Apply Now and Grow Your Career in Bancassurance!