Relationship Manager-Banca
Universalsompo · universalsompo.com
West BengalLead / Manager3+ yrs
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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