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Relationship Manager @ Career Catch Solutions

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 Relationship Manager

Job Description

    Banca Channel (ICICI Prudential Life Insurance)

    1. Role Overview

    • Position: Frontline Sales / Relationship Manager (Banca Channel)
    • Channel: Bancassurance (partnership with banks to distribute insurance)
    • Objective: Drive sales of ICICI Prudential life insurance products through bank branches and ensure customer satisfaction.

     

    2. Key Responsibilities

    • Sales & Business Development
      • Promote ICICI Prudentials life insurance products to bank customers.
      • Conduct field visits and client meetings to generate leads.
      • Achieve monthly and quarterly sales targets through banca tie-ups.
    • Relationship Management
      • Build strong relationships with bank staff to ensure smooth product promotion.
      • Collaborate with branch managers and staff to expand product reach.
    • Customer Engagement
      • Understand customer needs and recommend suitable insurance solutions.
      • Provide after-sales support and ensure policy servicing.
    • Compliance & Reporting
    • Ensure adherence to IRDAI regulations and company policies.
    • Maintain accurate sales records and report performance metrics.

     

    3. Desired Candidate Profile

    • Experience: 1- 3 years in Banking Sales or Direct Sales.
    • Skills: Strong communication, sales acumen, and relationship-building.
    • Education: Graduate degree (preferred in business/finance).
    • Knowledge: Understanding of life insurance products and industry trends.

     

Employement Category:

Employement Type: Full time
Industry: Banking
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Relationship Manager

Contact Details:

Company: Career Catch Solutions
Location(s): Chennai

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Keyskills:   casa sales bfsi sales cross selling sales direct sales

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