Relationship Manager

Life Insurance Bancassurance Channel – Job Description (JD)Position: Relationship Manager / Bancassurance Officer

Industry: Life Insurance

Channel: Bancassurance (Bank Partner Channel)

• Key ResponsibilitiesWork closely with assigned bank branches to generate life insurance business.
• Build strong relationships with branch managers and bank staff.
• Identify customer insurance and investment needs.
• Promote and sell life insurance products to bank customers.
• Generate leads through the bank's existing customer base.
• Achieve monthly, quarterly, and annual sales targets.
• Conduct customer meetings, presentations, and policy discussions.
• Train and support bank employees on insurance products and sales processes.
• Ensure proper documentation and smooth policy issuance.
• Provide after-sales service and customer support.
• Maintain compliance with company and regulatory guidelines.
• Participate in branch activities, campaigns, and customer awareness programs.
• Monitor business performance and maintain accurate sales records.
• Required SkillsSales and relationship management
• Communication and negotiation skills
• Customer service orientation
• Insurance product knowledge
• Target-driven approach
• Teamwork and coordination with bank staff