Key Relationship Manager - Insurance

Key Relationship Manager – Bancassurance Channel

Roles & Responsibilities

• Manage relationships with bank branch teams and drive insurance business.
• Generate leads through branch referrals and customer interactions.
• Achieve monthly and annual sales targets.
• Coordinate with Branch Managers and bank staff for business generation.
• Explain life insurance products and benefits to customers.
• Ensure proper documentation and smooth policy issuance.
• Track leads, conversions, and business performance.
• Conduct regular branch visits and support sales activities.
• Maintain strong relationships with bank staff and customers.

Requirements

• Graduate in any discipline.
• 1–5 years of experience in Life Insurance / Bancassurance / Banking Sales.
• Banca channel experience will be preferred.
• Good communication and relationship management skills.
• Target-oriented with good sales ability.