Relationship Manager - Insurance

Key Relationship Manager (KRM) – Life Insurance

Channel: Bancassurance

Roles & Responsibilities

• Drive life insurance sales through the bank's bancassurance channel.
• Build and maintain strong relationships with bank branch teams and customers.
• Generate leads through branch referrals and customer interactions.
• Explain life insurance products, benefits, eligibility, and policy terms to customers.
• Achieve monthly and annual sales targets.
• Coordinate with bank staff to maximize business opportunities and conversions.
• Ensure proper documentation and smooth policy issuance.
• Maintain regular follow-ups with customers and branch teams.
• Ensure high-quality customer service and support post-sales activities.
  
  

Requirements

• Graduate in any discipline.
• 1–5 years of experience in Life Insurance / Bancassurance sales preferred.
• Candidates with experience in banking sales or insurance sales can be considered.
• Good communication, relationship-building, and convincing skills.
• Strong target-oriented and customer-focused approach.
• Willingness to work with bank branches and travel locally as required.