Relationship Manager Banca Channel ESAF
Relationship Manager Banca Channel ESAF
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Job Description
Key Responsibilities:
- Build and manage relationships with the banks staff and customers to promote life insurance products.
- Meet sales targets and lead generation goals within the assigned bank branches.
- Provide personalized financial planning and insurance solutions to customers based on their needs.
- Regular training and product updates should be conducted for bank staff to enhance their understanding of life insurance products.
- Collaborate with the banks team to identify and capitalize on crossselling opportunities.
- Handle customer queries issues and escalations related to insurance products.
- Ensure compliance with regulatory standards and company policies
- Prepare and maintain sales reports customer databases and market intelligence
- Participate in promotional events campaigns and leadgeneration activities
- Monitor market trends competitor activities and industry developments to provide feedback for product enhancement
- Contribute to the development and implementation of sales strategies and marketing plans
- Stay updated with industry knowledge market changes and best practices in insurance sales
- Collaborate with internal teams like underwriting claims and customer service to ensure a seamless customer experience
- Represent the company professionally and ethically at all times
Required Qualifications:
- Bachelors degree in any discipline
- Proven work experience as a Relationship Manager in the bancassurance insurance industry
- Strong understanding of life insurance products sales techniques and financial planning principles
- Excellent communication negotiation and interpersonal skills
- Ability to build and maintain strong longlasting customer relationships
- Proficiency in using CRM software MS Office and sales tracking tools
- Demonstrated track record of achieving sales targets and driving business growth
- Sound knowledge of regulatory requirements and compliance standards in the insurance sector
- Certification in Insurance or Financial Planning (e.g. LOMA CFP) will be an added advantage
- Ability to work independently prioritize tasks and handle multiple responsibilities effectively
- Adaptable proactive and resultoriented approach towards meeting and exceeding objectives
- Willingness to travel and work flexible hours as per business requirements
- Strong analytical skills to assess market trends customer needs and sales performance
- Professional demeanor with a high level of integrity ethics and commitment to customer satisfaction
- Ability to thrive in a fastpaced dynamic work environment with a focus on teamwork and collaboration
sales,life insurance,crm software,insurance,compliance,regulatory compliance,analytical skills,customer satisfaction,life insurance products,relationship management,communication,negotiation,financial planning,ms office,customer,skills,bancassurance,sales techniques,sales tracking tools
Employment Type
Full Time
Company Industry
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
