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Relationship Manager

USGI Career Portal·Ludhiana

Pay not stated2–5 yrsFull-time
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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

  • 2–5 yrs of experience
  • MIS reporting
  • Insurance
  • Sales
  • Compliance
  • BBA or B.Com

Good to have

  • CRM

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