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Staffik servico Logo

Senior Relationship Manager

Actively Reviewing the Applications

Staffik servico

4–8 years
Posted 2 days ago • Apply by June 11, 2026

Job Description

Key Responsibilities And Duties

  • Relationship Management :Build strong relationships with bank branch managers, key staff, and relationship managers (RMs) to drive insurance leads.
  • Sales Generation: Achieve pre-set sales targets (ANP/premium) through walk-in customers and bank databases
  • Product Training: Conduct regular training sessions for bank staff to increase their product knowledge and confidence in recommending insurance solutions.
  • Joint Sales Calls: Work with bank staff to conduct joint sales calls with clients, focusing on needs-based selling.
  • Marketing Activations: Plan and execute marketing campaigns, kiosk activities, and awareness sessions within the bank branch.
  • Policy Issuance Support: Assist in lead conversion, documentation, and the smooth processing of insurance applications.
  • Compliance Service: Ensure adherence to regulatory guidelines (e.g., IRDAI) and provide excellent customer service.

Qualifications And Skills

  • Education: Graduate in any discipline
  • Experience: BANCA CHANNEL LIFE INSURANCE EXPERIENCE PREFFERED
  • Skills: Strong interpersonal, communication, and negotiation skills.
  • Key Traits: Result-driven, persuasive, and able to work under pressure.

This job is provided by Shine.com

Required Skills

Materials Management Telephone Etiquette
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