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Relationship Manager-Banca

ChennaiFull-timeMid levelPosted 3 months ago

Mid-level finance role at USGI Career Portal in Chennai. Needs a degree.

About the role

As a Relationship Manager-Banca, you will play a crucial role in our Bancassurance department, working closely with our bank partners to drive insurance business growth. Your primary focus will be on establishing and maintaining strong relationships with bank staff and customers, promoting our insurance products, and providing tailored insurance solutions to meet their needs.

What you'll do

  • Play a crucial role in our Bancassurance department, working closely with our bank partners to drive insurance business growth
  • Work collaboratively with assigned bank branches to generate insurance business opportunities
  • Build and nurture long-lasting relationships with bank staff and customers, ensuring a positive and professional image
  • Identify customer needs and preferences, offering suitable insurance solutions that align with their requirements
  • Conduct customer meetings, provide product demonstrations, and support the issuance of insurance policies

What you need

  • Reporting
  • Insurance
  • Customer service
  • Sales
  • Business development
  • Compliance

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