Relationship Manager

Job Summary :

We are hiring a results-driven and customer-focused Relationship Manager / Business Development Manager to join our growing banca channel sales team. The role involves working closely with partner bank branches to promote life insurance products, build long-term client relationships, and drive revenue through strategic sales initiatives.

This position is ideal for Tamil-speaking candidates who have a passion for field sales, enjoy travelling to meet clients, and have experience in insurance, banking, NBFC, or other financial services.

Key Responsibilities :

- Build and maintain strong relationships with customers and partner bank branches as part of the banca channel.

- Understand customer financial needs and recommend suitable life insurance solutions.

- Act as a relationship officer, guiding clients through the insurance process and ensuring customer satisfaction.

- Generate leads through bank referrals, networking, and field sales activities.

- Engage in regular travel to bank branches and customer locations to build new business opportunities.

- Conduct financial planning discussions and deliver policy presentations, preferably in Tamil for local customer comfort.

- Utilize cross-selling and upselling techniques to offer comprehensive financial solutions.

- Ensure timely follow-ups, policy servicing, and after-sales support to enhance customer retention.