Job Description
Position: Relationship Manager
Department: Bancassurance Channel
Sub Department: PNB Vertical
Purpose of the role: Provide support in Sales of Life Insurance business to bank customers at bank branches across assigned locations.
Responsibilities
• Establishing & strengthening relationship with Bank branch manager & staffs to gain leads
• Prospecting & meeting walk in customers of the Bank and conducting Quick Need Analysis
• Increasing bank's customer awareness about Life Insurance products and achieve the targeted penetration on cross sell within the branch's customer base.
• Creating awareness and motivate bank employees to recommend life insurance products to bank customers
• Delivering consistently on Goal Sheet parameters
• Ensure compliance to internal sales process & other defined sales & service standards
Knowledge & Skills
• Educational Qualification : Graduation/ Post Graduation
• Experience : 2 - 5 years(At least 1 year In BFSI vertical mandatory)
• Knowledge Required : Knowledge about Life Insurance industry, preferably in Bancassurance sales in Public Sector Bank
• Age within 35years
• Candidate should know the local language apart from basic proficiency in English
• Should be open to travel within the city & outstation
• Should be able to source business independently
• Candidates having own conveyance will be preferred
CTC: 2 Lacs to 3.50 Lacs Per annum
Location: Haryana,Rajasthan,Punjab,Delhi Ncr,Bihar,Mumbai,Kolkata
Department: Bancassurance Channel
Sub Department: PNB Vertical
Purpose of the role: Provide support in Sales of Life Insurance business to bank customers at bank branches across assigned locations.
Responsibilities
• Establishing & strengthening relationship with Bank branch manager & staffs to gain leads
• Prospecting & meeting walk in customers of the Bank and conducting Quick Need Analysis
• Increasing bank's customer awareness about Life Insurance products and achieve the targeted penetration on cross sell within the branch's customer base.
• Creating awareness and motivate bank employees to recommend life insurance products to bank customers
• Delivering consistently on Goal Sheet parameters
• Ensure compliance to internal sales process & other defined sales & service standards
Knowledge & Skills
• Educational Qualification : Graduation/ Post Graduation
• Experience : 2 - 5 years(At least 1 year In BFSI vertical mandatory)
• Knowledge Required : Knowledge about Life Insurance industry, preferably in Bancassurance sales in Public Sector Bank
• Age within 35years
• Candidate should know the local language apart from basic proficiency in English
• Should be open to travel within the city & outstation
• Should be able to source business independently
• Candidates having own conveyance will be preferred
CTC: 2 Lacs to 3.50 Lacs Per annum
Location: Haryana,Rajasthan,Punjab,Delhi Ncr,Bihar,Mumbai,Kolkata
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager|Bancassurance position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
