Driving life insurance sales by acquiring new customers, managing relationships, and supporting channel-specific business targets. The Associate Relationship Manager plays a key role in lead generation, policy issuance, and customer engagement aligned with organization’s customer-first philosophy.
Sales:
· Manage sale through bancassurance channel with multiple branches of banks assigned.
· Achieve pre-set business targets by initiating 3 calls /day from the designated branches.
· Meet Customers of the Bank for Lead generated for insurance cross-selling.
· Work jointing with the Branch Manager on Business Implementation plan.
· Meet customers within and outside the Branch as and when required to develop, agree and implement short-term and long-term plans to achieve sales targets.
· Obtain referrals and writing proposals for bank customers.
· Take responsibility of the Cluster/region/zone, fulfil leads of the area & prospecting new business from the assigned areas.
· Closing sale and following up on issuance, to maintain the desired persistency ratio
Relationship Management:
· Managing relationship with the branch managers and employees of the Bank.
· Conduct various engagement activities for Bank Employees and Customers – initiated centrally or local.
· Involvement in work site activities (putting up stalls and making presentations in corporate.
· Adhere to the customer touch-point engagement in order to service his portfolio.
· Login proposal forms digitally/ at FGLI branch and ensure issuance.
Job requirements
Qualifications
· Bachelor’s degree in any discipline (Commerce, Business, or Finance preferred).
Experience
· 2 years exp in sales with a minimum of 6 months’ experience in Life insurance sales management, Retail bank distribution, Co-operative bank and Channel Management and/or DSA relationship.
Functional and Behavioral requirements
Functional:
Product knowledge of life insurance offerings.
CRM and digital tool proficiency.
Sales planning and execution.
Behavioural:
Strong communication and interpersonal skills.
Customer-centric mindset.
High integrity and ethical conduct.
Resilience and self-motivation.