Relationship Manager (Bancassurance)

• Establish and maintain strong relationships with the channel partner’s sales team to drive business growth.
• Achieve sales targets by mentoring and guiding channel partner staff on prospecting, licensing, customer engagement, and resolving customer queries.
• Conduct joint field activities with channel partner teams to generate business and build rapport with potential customers.
• Actively participate in worksite marketing, sales campaigns, and contests to boost engagement and sales.
• Meet product mix targets as outlined in the organization's strategic goals.
• Provide full support to the channel partner across pre- and post-sales stages, including claim settlements.
• Focus on generating high-quality business and ensure policy renewals to maintain persistency.
• Meet or exceed the minimum expected sales targets through strong customer relationships and regular interactions.
• Embrace technology-driven sales processes by adopting mobile tools and ensuring adherence to the Sales Management Process.
• Uphold the organization’s core values and maintain the highest standards of business ethics and integrity.

Communication Skills
Ability to articulate ideas clearly and persuasively, both verbally and in writing, to diverse audiences.

‍Sales Acumen
Proven ability to identify leads, build rapport, negotiate effectively, and close deals to achieve revenue targets.

‍Basic Computer Proficiency
Comfortable using Microsoft Office Suite (Word, Excel, PowerPoint) and familiar with email and internet navigation.

‍Team Building
Ability to foster positive relationships and work effectively with cross-functional teams to achieve shared goals.

‍Leadership
Capacity to take initiative, inspire others, and guide projects to successful completion.

• Provident Fund (PF)
• Performance Bonus
• Sales Incentives
• Rewards & Recognition Programs