Relationship Manager

Role & responsibilities

Build strong working relationships with bank branch teams (across 45 branches) to drive insurance sales.

Promote life insurance products to bank customers through joint field calls and customer meetings.

Support business growth through new customer acquisition and upselling to existing clients.

Ensure excellent service delivery and assist in customer retention and problem resolution.

Collaborate with bank staff to conduct training and product knowledge sessions.

Track sales performance, generate reports, and share insights with your manager regularly.

Ensure adherence to company processes and regulatory guidelines in all business practices.

Interact with High Net-Worth Individuals (HNIs) and provide them with tailored financial solutions.

Maintain high satisfaction levels among bank partners and customers.

Preferred candidate profile

1. Looking candidates with a good English communication and Fluent in Tamil.
2. Looking candidates with the Basic knowledge about Life insurance ,Mutual Fund