Relationship Manager - Banca Channel (Insurance)

About the Role

This opportunity involves working as a Relationship Manager or Sales Manager within the Banca Channel, selling life insurance products through bank branches partnered with the insurance company. The primary focus of this role is to generate insurance business by leveraging the existing customer base within allocated bank branches while acting as a connection between the bank and the insurance provider.

Key Responsibilities

• Drive sales of life insurance products through designated bank branches.
• Establish and nurture strong professional relationships with bank personnel including Branch Managers and Relationship Managers.
• Identify and approach potential customers among both walk-in clients and the bank’s existing customers.
• Promote and cross-sell various life insurance solutions to clients at bank branches.
• Meet or exceed monthly and quarterly sales targets as set by the company.
• Conduct meetings to advise customers regarding financial and insurance products suitable to their needs.
• Collaborate with bank staff to generate leads and improve customer conversion rates.
• Handle necessary documentation processes and ensure timely policy issuance.
• Provide after-sales support, including customer service and assistance with claims processing when necessary.
• Participate actively in branch-led activities, sales initiatives, and promotional campaigns.