Relationship Manager - Banca & Affinity

Profile / Function:

• Sourcing business from NBFC and Bank partnerships in the designated geography, including Mortgage partners, Co-operative Banks, MFIs, and Gold Loan partners
• Meeting monthly sales and revenue targets
• Providing partners with comprehensive product-service consultations and conducting product and process training for partner staff
• Extensive travel across allocated geography to meet partners and customers as per a pre-approved travel plan
• Upselling and cross-selling products to partner customers
• Building and maintaining strong relationships with prospective and existing clients
• Identifying new partnership opportunities and passing qualified leads to the reporting manager
• Resolving complaints and issues efficiently and in a timely manner
• Ensuring high client satisfaction to drive smooth and consistent business

Good-to-Have Competencies:

• Strong sales and negotiation skills
• Adequate knowledge of General Insurance (GI) products, especially Health and Commercial lines
• Experience in cross-selling loan protection policies
• Basic proficiency in PowerPoint and Excel
• Good communication, strategic thinking, and relationship-building capabilities

Qualifications:

• Bachelor's Degree