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Relationship Manager-Banca

Universalsompo · universalsompo.com
West BengalLead / Manager3+ yrs
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Straight from the company’s own careers site.

The job in short

Bancassurance relationship manager.

BankingInsuranceUnderwritingComplianceLegal

Details

Found
23 d ago · posted 2026-10-13
Location
West Bengal

Full description

USGI Legal Entity seeks a dynamic Relationship Manager‑Banca to drive bancassurance growth across 21 branches in Birbhum district. The candidate will manage rural, semi‑urban and urban outlets, develop cross‑selling strategies, and achieve a regional business potential of 4‑5 Lakhs. The role has been vacant for seven months, requiring a self‑starter with a two‑wheeler for frequent travel and the ability to operate effectively with limited manpower against competitors such as Chola MS. • Develop and execute bancassurance sales plans to meet the ₹4‑5 Lakh regional target. • Maintain and grow relationships with branch managers and local business partners. • Identify and onboard new corporate and individual clients across rural and semi‑urban areas. • Conduct regular field visits using a two‑wheeler to monitor branch performance and client needs. • Coordinate with underwriting and claims teams to ensure seamless service delivery. • Analyze market trends and competitor activities, including Chola MS, to adjust strategies. • Prepare weekly and monthly performance reports for senior management. • Train branch staff on bancassurance products and cross‑selling techniques. • Resolve client issues promptly to maintain high satisfaction levels. • Ensure compliance with regulatory and internal policy requirements. • Bachelor's degree in Business, Finance, or related field; MBA preferred. • Minimum 3 years experience in bancassurance or relationship management. • Proven track record of achieving sales targets in rural/semi‑urban markets. • Excellent communication and negotiation skills. • Ability to travel daily with a personal two‑wheeler. • Strong analytical mindset with proficiency in MS Office and CRM tools. • Knowledge of insurance regulations and banking procedures. • Self‑motivated with the ability to work independently under minimal supervision. • Fluency in Bengali and English; Hindi is a plus. • Valid driver's license and clean driving record.

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