Relationship Manager
PatnaFull-time2–5 yrsPosted open since apr 2026
Mid-level finance role at USGI Career Portal in Patna. Needs 2+ years and a BBA or B.Com.
About the role
Build and maintain relationships with bank staff, branch managers, and customers. Act as the primary insurance contact for bank branches, addressing queries and concerns. Conduct regular training sessions on insurance products and sales techniques for bank employees. Provide on-site support for lead generation and policy issuance processes.
What you'll do
- Drive insurance sales and achieve premium targets through assigned bank branches
- Build and maintain relationships with bank staff, branch managers, and customers
- Act as the primary insurance contact for bank branches, addressing queries and concerns
- Conduct regular training sessions on insurance products and sales techniques for bank employees
- Provide on-site support for lead generation and policy issuance processes
What you need
- MIS reporting
- Insurance
- Sales
- Compliance
Good to have
- CRM