Relationship Manager-Banca
AsansolFull-time3–6 yrsPosted 3 weeks ago
Mid-level finance role at USGI Career Portal in Asansol. Needs 3+ years and an MBA, BBA or B.Com.
About the role
The role has been vacant for seven months, requiring a self‑starter with a two‑wheeler for frequent travel and the ability to operate effectively with limited manpower against competitors such as Chola MS. Develop and execute bancassurance sales plans to meet the ₹4‑5 Lakh regional target. Maintain and grow relationships with branch managers and local business partners.
What you'll do
- Develop and execute bancassurance sales plans to meet the ₹4‑5 Lakh regional target
- Maintain and grow relationships with branch managers and local business partners
- Identify and onboard new corporate and individual clients across rural and semi‑urban areas
- Conduct regular field visits using a two‑wheeler to monitor branch performance and client needs
- Coordinate with underwriting and claims teams to ensure seamless service delivery
What you need
- Cross-selling
- Underwriting
- Sales
- Compliance
- Negotiation
- CRM