Relationship Manager

Company Description

Incorporated in 2007, Canara HSBC Life Insurance Company Limited is a joint venture supported by Canara Bank, HSBC Insurance (Asia Pacific) Holdings Limited, and Punjab National Bank, along with other public shareholders. Headquartered in Gurugram, Haryana, the company has a robust presence across India with over 100 branch offices and a strong bancassurance network. Canara HSBC Life Insurance provides a comprehensive portfolio of life insurance solutions, including life, term plans, retirement solutions, credit life, and employee benefit segments. The company emphasizes trust, market knowledge, and simplifying insurance processes while ensuring efficient claim settlement under its philosophy, Promises Ka Partner.

Role Description

This is a full-time, on-site Relationship Manager role based in Pune. The Relationship Manager will establish and nurture strong relationships with clients, provide tailored financial advice, and promote life insurance products to meet the diverse needs of customers. The role involves identifying potential customers through leads, managing and supporting existing client portfolios, ensuring customer satisfaction, and timely resolution of client queries. The Relationship Manager is also expected to collaborate with bancassurance partners and achieve assigned business targets efficiently.

Qualifications

• Strong communication, interpersonal, and relationship-building skills
• Proficiency in sales, negotiation, and client management
• Understanding of life insurance products and financial planning
• Ability to spot business opportunities and work towards achieving targets
• Experience in working with bancassurance networks, if applicable
• Client-centric approach with a focus on customer satisfaction
• Graduation in any discipline; postgraduate degree or diploma in management or related field preferred
• Adaptable to a fast-paced, results-oriented working environment
• Proven experience in sales, insurance, or financial services is an added advantage