About the role

Assistant / Relationship Manager - (Health Insurance Banca Channel)

Job Summary:

The Assistant Relationship Manager plays a vital role in fostering strong relationships between our clients and the organization, specifically within the Health Insurance Banca Channel. By collaborating closely with bank partners, this role contributes to driving sales and enhancing customer satisfaction, ultimately impacting the growth of our health insurance portfolio in Gujarat and Madhya Pradesh.

Key Responsibilities:

Develop and maintain robust relationships with bank partners to promote health insurance products effectively.
Assist in training and equipping bank staff with product knowledge to enhance sales performance.
Conduct regular visits to branch locations to support and motivate sales personnel in achieving targets.
Monitor and analyze sales data to identify trends, opportunities, and areas for improvement.
Provide exemplary customer service by addressing client inquiries and resolving issues promptly.
Collaborate with marketing and sales teams to execute promotional activities and increase product visibility.
Prepare reports and presentations to communicate progress and outcomes to management and partners.

Requirements:

Bachelor’s degree in Business, Finance, or a related field.
Minimum of 2 years of experience in sales or relationship management, preferably in the insurance or banking sector.
Strong knowledge of health insurance products and regulatory requirements.
Excellent communication and interpersonal skills to foster trust and build lasting relationships.
Ability to work independently as well as part of a team, demonstrating initiative and accountability.
Proficient in MS Office Suite and CRM software.
Willingness to travel within the designated regions of Gujarat and Madhya Pradesh.

Preferred Qualifications:

Prior experience working in the Banca channel or with bank-assured sales models.
Knowledge of data analysis tools to interpret sales performance metrics effectively.
Existing network connections within the banking sector in Gujarat and Madhya Pradesh.
Professional certifications in insurance or related fields will be an added advantage.

Benefits:

Competitive salary with performance-based incentives.
Comprehensive health insurance for employees and their families.
Opportunities for professional development and continuous learning.
Flexible working hours and work-from-home options.
Employee recognition programs and awards for exemplary performance.
A positive work culture that values diversity and inclusion.
Annual leave and holiday benefits, along with company-sponsored events.