Job Title: Relationship Manager (Bancassurance) Channel: BOI / UBI Banca Channel Location: Noida, Greater Noida, GhaziabadJob purpose; Building and maintaining excellent relationships with the partner bank officials (Union Bank & Bank of India) at the Branch level. Promoting sales and achieving targets set by the company in respect of new business, renewal persistency and promoting company brand image within the given cluster of branches.Key Responsibilities: Achieving and exceeding new business targets (new business as well as renewals) through the assigned partner bank branches. Ensure sales & service support within the cluster assigned viz. closing sales calls, aiding in completion of documentation, facilitating pre-insurance medical examination, scrutiny of the proposal papers so as to minimize the turnaround time in policy issuance Facilitating renewal premium collections and customer service. Sales Management - Keeping records of daily activities, leads generated and closed, and special programs such as Bima Bazaars, branch meetings Ensuring that SUDs brand and its products get continually promoted Promoting the brand image of the Company and implementing all initiatives of the Company related to brand building exercises, as well as maintaining excellent relationship with the bank personnel Arranging exhibitions, customer meets, cluster meets etc. in consultation with the supervising officials Providing daily MIS/ daily report of performance to ones supervising officials.Key skills Communication - Local Language proficiency with working knowledge of English Interpersonal skills, Relationship ManagementExperience & Qualifications: Bachelor's degree in Business, Finance, Marketing, or a related field. 1-5 years of experience in sales, bancassurance, or customer relationship management. Experience in the insurance or banking or financial sector is a must.Skills: Strong communication and interpersonal skills. Ability to work collaboratively with bank staff and other internal teams. Sales-driven and customer-oriented mindset.Benefits: Competitive salary with performance-based incentives. Health insurance, paid time off, and other benefits.Job Type: Full-time Pay: ₹350,000.00 - ₹450,000.00 per yearBenefits: Health insurance Leave encashment Life insurance Paid sick time Paid time off Provident Fund
Job Title
Relationship Manager