Relationship Manager-Banca
Universalsompo · universalsompo.com
TelanganaLead / Manager
The job in short
Bancassurance relationship manager.
InsuranceCompliance
Details
- Found
- 22 d ago · posted 2026-09-02
- Location as listed
- Telangana, India
- Role
- Banker / Relationship Manager
- Source
- The company’s own careers site
Full description
To maximize insurance business from assigned bank branches by developing strong bank partnerships, delivering customer-focused insurance solutions, and consistently achieving business targets.
• Drive life insurance sales through assigned bank branches.
• Build and maintain strong relationships with Branch Managers, Relationship Managers, and other bank officials.
• Generate leads from the bank's customer base and convert them into insurance sales.
• Conduct customer meetings and provide suitable insurance solutions based on customer needs.
• Support bank staff in identifying sales opportunities and referral generation.
• Organize branch activation activities, customer awareness programs, and sales campaigns.
• Ensure excellent customer service throughout the sales and policy issuance process.
• Achieve monthly, quarterly, and annual premium and policy targets.
• Maintain business MIS and sales reports on a regular basis.
• Ensure compliance with IRDAI regulations and company policies.
Any degree
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