Relationship Manager
KolkataFull-time2–5 yrsPosted open since apr 2026
Mid-level finance role at USGI Career Portal in Kolkata. Needs 2+ years and a diploma or MBA.
About the role
You'll drive insurance sales, manage relationships, and provide training and support to your team, ensuring compliance and an excellent customer experience. Identify agencies/agents with high business potential to recruit quality agents/Empanelment brokers to drive business Engage in recruitment of some different line of agents to focus on health and non-motor business, so to focus on segments of LOB and activation of recruited agents as per benchmark
What you'll do
- Drive insurance sales, manage relationships, and provide training and support to your team, ensuring compliance and an excellent customer experience
- Identify agencies/agents with high business potential to recruit quality agents/Empanelment brokers to drive business
- Engage in recruitment of some different line of agents to focus on health and non-motor business
- Achieving Assigned PMS Target through intermediaries Mapped
- Recruiting Agents and providing regular trainings and selling Insurance policies, Hold regular meetings/Interaction with agents, Lead Provider
What you need
- Insurance
- Sales
- Compliance
Good to have
- CRM