Relationship Associate @ Skywings Advisors

Job Description

Designation - Relationship Associate
CTC - 3.50 LPA + Incentives
Channel - Banca



Key Responsibilities

1. Sales & Business Development

• Achieve monthly, quarterly, and annual sales targets for life insurance through assigned bank branches.

• Generate business by working closely with bank sales teams and identifying customer needs.

• Conduct customer meetings, financial planning discussions, and product presentations.

• Drive cross-sell and upsell opportunities for various life insurance products.

2. Relationship Management

• Build strong professional relationships with branch managers, bank staff, and key stakeholders.

• Ensure daily interaction with bank teams to motivate, guide, and support their insurance selling efforts.

• Conduct regular branch visits to maintain visibility and engagement.

3. Training & Activation

• Train bank employees on life insurance products, processes, and sales pitches.

• Conduct morning huddles, product refreshers, and need-based training sessions.

• Support bank staff in customer interactions and joint sales calls.

4. Customer Service & Support

• Provide accurate product information and ensure smooth onboarding/issuing of policies.

• Handle customer queries, documentation, and post-sales service support.

• Ensure compliance with customer suitability norms and regulatory guidelines.

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   banca bancassurance banka