Role: Walk-in || Relationship Manager
Industry Type: Insurance
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Life Insurance
Education: Graduation Mandatory
UG: Any Graduate
PG: Any Postgraduate
Aditya Birla Sun Life Insurance (ABSLI)
Job Description - Relationship Manager (Bancassurance Channel)
Company: Aditya Birla Sun Life Insurance Department: Sales & Distribution Channel: Bancassurance (Banca)
Designation: Relationship Manager / Senior Relationship Manager Employment Type: Full-Time (On-roll)
Industry: Life Insurance / BFSI
ABOUT THE ROLE
We are looking for a dynamic and result-oriented Relationship Manager for the Bancassurance Channel. The candidate will be responsible for driving life insurance business through assigned bank branches by building strong relationships with bank partners, managing customers, and achieving business targets.
ROLES & RESPONSIBILITIES
1. Bank Relationship Management
- Build strong relationships with assigned bank branches.
- Coordinate with Branch Managers and bank staff.
- Develop strong business partnerships.
2. Insurance Sales & Business Development
- Generate insurance business through bank customer leads.
- Understand customer financial needs and suggest suitable insurance solutions.
- Achieve sales targets.
3. Lead Management
- Follow up on leads generated through bank branches.
- Convert prospects into policyholders.
- Maintain a strong sales pipeline.
4. Customer Relationship Management
- Conduct financial need analysis.
- Provide product information.
- Ensure excellent customer experience.
5. Training & Support
- Train and motivate bank employees regarding insurance products.
- Conduct product awareness sessions.
6. Compliance & Documentation
- Follow IRDAI guidelines.
- Maintain documentation and ethical sales practices.
REQUIRED SKILLS
- Communication Skills
- Sales & Negotiation Skills
- Relationship Management
- Customer Handling
- Target-Oriented Mindset
- Presentation Skills
ELIGIBILITY CRITERIA
Education: Graduation Mandatory
Preferred Experience:
- Life Insurance
- Banking
- CASA Sales
- Loan Sales
- BFSI Sales
- Financial Product Sales
KEY PERFORMANCE INDICATORS
- Premium Collection
- Policy Conversion Ratio
- Lead Conversion
- Branch Activation
- Customer Meetings
- Sales Target Achievement
- Persistency Ratio
COMPENSATION
- Fixed Salary (CTC)
- Performance Incentives
- Rewards & Recognition
- Growth Opportunities
CAREER GROWTH
Relationship Manager Senior Relationship Manager
Branch Relationship Manager Area Manager
Regional Manager
Candidate Pitch:
We have an opportunity with Aditya Birla Sun Life Insurance for the Bancassurance Channel. It is an on-roll Relationship Manager profile where you will work with bank branches, generate business through customer relationships, and provide suitable life insurance solutions.