Walk-in || Relationship Manager - Bancassurance | Bank Channel | Life Insurance
Sun Life · Gurugram, Haryana, India - Delhi, Delhi, India - Noida, Uttar Pradesh, India
Sun Life · Gurugram, Haryana, India - Delhi, Delhi, India - Noida, Uttar Pradesh, India
- Aditya Birla Sun Life Insurance (ABSLI) Job Description - Sales Manager (Bancassurance Channel) \\*\\*Company:\\*\\* Aditya Birla Sun Life Insurance \\*\\*Department:\\*\\* Sales & Distribution \\*\\*Channel:\\*\\* HDFC Bank \\*\\*Designation:\\*\\* Relationship Manager / Sales Manager \\*\\*Employment Type:\\*\\* Full-Time (On-roll) \\*\\*Industry:\\*\\* Life Insurance / BFSI --- ABOUT THE ROLE We are seeking a dynamic and results-oriented Relationship Manager for the Bancassurance Channel. The selected candidate will be responsible for driving life insurance business through designated bank branches by establishing strong relationships with bank partners, managing customer interactions, and achieving business targets. ROLES & RESPONSIBILITIES 1. \\*\\*Bank Relationship Management\\*\\* - Build and maintain strong relationships with assigned bank branches. - Coordinate with Branch Managers and bank staff. - Develop solid business partnerships. 2. \\*\\*Insurance Sales & Business Development\\*\\* - Generate insurance business through leads from bank customers. - Understand customer financial needs and recommend appropriate insurance solutions. - Meet and exceed sales targets. 3. \\*\\*Lead Management\\*\\* - Follow up on leads generated through bank branches. - Convert prospects into policyholders. - Maintain a robust sales pipeline. 4. \\*\\*Customer Relationship Management\\*\\* - Conduct financial needs analysis. - Provide product information and support. - Ensure an excellent customer experience. 5. \\*\\*Training & Support\\*\\* - Train and motivate bank employees regarding insurance products. - Conduct product awareness sessions. 6. \\*\\*Compliance & Documentation\\*\\* - Adhere to IRDAI guidelines. - Maintain accurate documentation and ethical sales practices. REQUIRED SKILLS - Strong communication skills - Sales and negotiation skills - Relationship management - Customer handling abilities - Target-oriented mindset - Presentation skills ELIGIBILITY CRITERIA \\*\\*Education:\\*\\* Graduation is mandatory. \\*\\*Preferred Experience:\\*\\* - Life Insurance - Banking - CASA Sales - Loan Sales - BFSI Sales - Financial Product Sales KEY PERFORMANCE INDICATORS - Premium collection - Policy conversion ratio - Lead conversion rate - Branch activation - Customer meetings - Sales target achievement - Persistency ratio COMPENSATION - Fixed salary (CTC) - Performance incentives - Rewards and recognition - Growth opportunities