About the role

Relationship Manager - Banca in Life Insurance

Job Summary:

As a Relationship Manager in the Banca channel for Life Insurance, you will play a crucial role in forging and nurturing relationships with key banking partners. Your expertise will help drive the sales of life insurance products, contributing significantly to our business growth and ensuring exceptional service delivery to our customers.

Key Responsibilities:

Develop and maintain strong partnerships with assigned banking clients to promote life insurance products.
Conduct regular meetings with bankers to train and support them in identifying customer needs.
Implement effective sales strategies to achieve monthly and quarterly sales targets.
Analyze market trends and customer feedback to enhance product offerings and customer satisfaction.
Collaborate with cross-functional teams to ensure seamless customer service and fulfillment of client needs.
Prepare and present performance reports to stakeholders, demonstrating sales progress and strategies for improvement.
Stay updated on industry developments and regulations to provide knowledgeable assistance to clients and partners.

Requirements:

Bachelor's degree in Business Administration, Finance, or a related field.
Proven experience in sales or relationship management, preferably in the insurance or banking sector.
Strong understanding of life insurance products and regulatory requirements.
Excellent communication and interpersonal skills with a customer-oriented approach.
Analytical mindset with the ability to assess client needs and provide tailored solutions.
Demonstrated ability to work independently and in a team environment to achieve results.
Proficiency in CRM software and Microsoft Office Suite.

Preferred Qualifications:

Master's degree in Business, Finance, or a relevant discipline.
Experience in working with Bancassurance channels within the life insurance industry.
Proven track record of exceeding sales targets and driving business growth.
Existing network of contacts within banking and financial services.
Certification in insurance or financial services, such as CLU or CPCU.

Benefits:

Competitive salary with performance-based incentives.
Comprehensive health insurance for you and your family.
Generous retirement savings plan with company matching.
Paid time off and flexible work arrangements to promote work-life balance.
Continuous learning and professional development opportunities.
Employee recognition programs to celebrate achievements.
Access to exclusive company events and networking opportunities.

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