Relationship Manager - Life Insurance
Published date: 2026/11/08
- Location: Kanpur, Uttar Pradesh, India
Position: Relationship Manager
Department: Bancassurance Channel
Sub Department: PNB Vertical
Reporting to: Territory Manager / Circle Manager
CTC range 2 Lacs to 3.50 Lacs
KEY RESPONSIBILITIES & ACCOUNTABILITIES OF THE ROLE
• Establishing & strengthening relationship with Bank branch manager & staffs to gain leads
• Prospecting & meeting walk in customers of the Bank and conducting Quick Need Analysis
• Increasing bank's customer awareness about Life Insurance products and achieve the targeted penetration
on cross sell within the branch customer base.
• Creating awareness and motivate bank employees to recommend life insurance products to bank customers
• Delivering consistently on Goal Sheet parameters
• Ensure compliance to internal sales process & other defined sales & service standards
PERFORMANCE GOALS & INDICATORS FOR THE ROLE
• New Business
• Number of Policies
• Renewal Premium(Persistency)
(above are the key parameters only, new indicators may be added time to time)
Educational Qualification : Graduation/ Post Graduation
Experience : 2 - 5 years
Knowledge Required: Knowledge about Life Insurance industry, preferably in bancassurance sales in Public Sector Bank
Behavioral Competencies: Customer Centricity, Result Orientation, Relationship Management, Sales Capability & Problem Solving, Planning & Organizing
Skills Required : Effective Communication, Influencing & Negotiation skills
OTHER KEY REQUIREMENTS FOR THIS ROLE
. Age within 35years
. Candidate should know the local language apart from basic proficiency in English
. Should be open to travel within the city & outstation
. Should be able to source business independently
. Candidates having own conveyance will be preferred
Locations :- Allahabad, Kanpur, Varanasi
Department: Bancassurance Channel
Sub Department: PNB Vertical
Reporting to: Territory Manager / Circle Manager
CTC range 2 Lacs to 3.50 Lacs
KEY RESPONSIBILITIES & ACCOUNTABILITIES OF THE ROLE
• Establishing & strengthening relationship with Bank branch manager & staffs to gain leads
• Prospecting & meeting walk in customers of the Bank and conducting Quick Need Analysis
• Increasing bank's customer awareness about Life Insurance products and achieve the targeted penetration
on cross sell within the branch customer base.
• Creating awareness and motivate bank employees to recommend life insurance products to bank customers
• Delivering consistently on Goal Sheet parameters
• Ensure compliance to internal sales process & other defined sales & service standards
PERFORMANCE GOALS & INDICATORS FOR THE ROLE
• New Business
• Number of Policies
• Renewal Premium(Persistency)
(above are the key parameters only, new indicators may be added time to time)
Educational Qualification : Graduation/ Post Graduation
Experience : 2 - 5 years
Knowledge Required: Knowledge about Life Insurance industry, preferably in bancassurance sales in Public Sector Bank
Behavioral Competencies: Customer Centricity, Result Orientation, Relationship Management, Sales Capability & Problem Solving, Planning & Organizing
Skills Required : Effective Communication, Influencing & Negotiation skills
OTHER KEY REQUIREMENTS FOR THIS ROLE
. Age within 35years
. Candidate should know the local language apart from basic proficiency in English
. Should be open to travel within the city & outstation
. Should be able to source business independently
. Candidates having own conveyance will be preferred
Locations :- Allahabad, Kanpur, Varanasi
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