Relationship Manager

A Leading Life Insurance Company is seeking a results-driven Relationship Manager to join its field distribution unit. In this high-velocity sales position, you will be responsible for customer acquisition and business generation through Direct and Bancassurance channels. Furthermore, you will track corporate leads provided by the firm to maximize product conversion ratios. Consequently, this position is vital for expanding the company’s retail profile and achieving territory revenue targets.

The Relationship Manager must maintain a strict pipeline of client interactions, handling scheduled appointments, home visits, and branch-level presentations. Additionally, you will work closely with banking channel partners to generate sales from customer referrals. Therefore, the company is looking for a target-driven communicator who operates with strong negotiation capabilities. If you want to accelerate your sales career in a premium corporate ecosystem, this role offers an exceptional match.

Key Responsibilities

• Drive life insurance premium sales through direct-to-consumer networks and mapped banking locations.
• Acquire net new customer accounts through structured scheduled appointments, office visits, and home meetings.
• Track, process, and convert high-potential business leads allocated by central database systems.
• Generate independent pipelines of self-sourced leads utilizing localized market networking.
• Maintain flawless record-keeping, updating customer profiles and interactions within CRM and LMS engines.
• Work closely with bank branch staff and channel counter partners to optimize referral pipelines.
• Conduct joint sales field calls with banking associates to build consumer confidence and close deals.
• Cross-sell and up-sell custom protection models to existing policyholder portfolios based on health needs.
• Cultivate reliable connections with Branch Managers to ensure consistent workspace distribution alignment.
• Ensure maximum policy persistency benchmarks and superior customer satisfaction parameters are met.

Requirements and Qualifications

• Graduate qualification in any relevant commercial or business administration discipline.
• Minimum 6 months of active sales experience within Life Insurance, Banking, NBFC, or BFSI spaces.
• Strong functional command of cross-selling tactics, financial products, and negotiation frameworks.
• Fluency in local regional communication lines alongside high proficiency in the English language.
• Mandatory ownership of a personal two-wheeler vehicle combined with a valid field driving license.