About the role

Relationship Manager - Banca Channel (Life Insurance)

Job Summary:

As a Relationship Manager in the Banca Channel for Life Insurance, you will play a pivotal role in building and sustaining strong partnerships with banking institutions to promote and sell life insurance products. Your expertise and interpersonal skills will directly impact the growth of our client base and enhance customer satisfaction through tailored solutions.

Key Responsibilities:

Develop and maintain strategic relationships with banking partners to drive life insurance sales.
Conduct regular training sessions for bank staff to enhance their understanding of our products and increase referral rates.
Collaborate with cross-functional teams to ensure seamless product delivery and exceptional customer service.
Identify and analyze market trends and customer needs to propose innovative insurance solutions.
Track sales performance against targets and prepare regular reports for senior management.
Provide exceptional customer engagements to resolve queries and build long-lasting relationships.
Ensure compliance with industry regulations and company policies at all times.

Requirements:

Bachelor’s degree in Finance, Business, or related field.
Minimum of 3 years of experience in sales or account management within the insurance or banking sector.
Proven track record of achieving sales targets and driving business growth.
Strong understanding of life insurance products and the bancassurance model.
Excellent interpersonal and communication skills to build relationships with diverse stakeholders.
Ability to analyze market data and customer feedback to inform strategic decisions.
Valid insurance license as required by local regulations.

Preferred Qualifications:

Experience working directly with banking institutions in a sales capacity.
Master’s degree in Business Administration or related field.
Strong negotiation skills with a consultative sales approach.
Familiarity with CRM software and sales tracking tools.
Certifications in insurance or financial planning would be an advantage.

Benefits:

Competitive salary with performance-based bonuses.
Comprehensive health insurance plan for you and your family.
Retirement savings plan with employer matching contributions.
Regular training and professional development opportunities.
Flexible working hours and remote work options available.
Paid time off including vacation and holidays.
Access to exclusive employee discounts on insurance products and services.

RM - Banca