Relationship Manager-Banca_AU_Mumbai_01

Generali (Mumbai, MH, India) 23 days ago


  • Manage sale through bancassurance channel with multiple branches of banks assigned.
  • Achieve pre-set business targets by initiating 3 calls /day from the designated branches.
  • Meet Customers of the Bank for Lead generated for insurance cross-selling.
  • Work jointing with the Branch Manager on Business Implementation plan.
  • Meet customers within and outside the Branch as when required to develop, agree and implement short term and long term plans to achieve sales targets.
  • Obtaining referrals and writing proposals for bank customers.
  • Taking responsibility of the Cluster/region/zone, fulfilling leads of the area & prospecting new business from the assigned areas.
  • Closing sale and following up on issuance. To maintain the desired persistency ratio
  • Managing relationship with the branch managers and employees of the Bank.
  • Conduct various engagement activities for Bank Employees and Customers – initiated centrally or local.
  • Involvement in work site activities (putting up stalls and making presentations in corporate.
  • Adhere to the customer touch-point engagement in order to service his portfolio.
  • Login the forms at FGLI branch and ensure issuance.
    • Business Target milestones - AEP and no. of cases as per the agreement with the bank and branch target.
    • Conversion ratio
    • Business Leakage
    • 13th Month persistency

Relationship Management-




  • Graduate in any discipline
  • 0-2 yrs exp. in sales with a minimum of 6 months experience in Life insurance sales management, Retail bank distribution, Co-operative bank and Channel Management and/or DSA relationship.
  • Good communication skills – English & regional language (mandatory)
  • Age group: 21-24 years
  • Knowledge of local language necessary
  • Own conveyance preferred


Performance based incentives