Relationship Associate/ASM -SIB -Kerala

Job Purpose:

To drive insurance sales through banca channel partnerships (banks) by developing and maintaining strong relationships with branch staff, ensuring effective product placement, and achieving sales targets.

Key Responsibilities:

• Build and maintain strong working relationships with bank branch staff to generate insurance business.
  




• Achieve monthly, quarterly, and annual sales targets through bancassurance channel.
  




• Educate, train, and motivate bank branch employees on insurance products and sales processes.
  




• Ensure smooth onboarding of new customers by handling documentation, policy issuance, and service queries.
  




• Identify potential customers from the bank’s database and generate leads for insurance products.
  




• Provide regular updates to the bank staff on new products, schemes, and promotions.
  




• Maintain compliance with all regulatory and company guidelines while executing sales.
  




• Conduct customer meetings, explain product benefits, and assist in policy issuance.
  




• Track business performance and prepare MIS reports for management review.
  

Key Skills & Competencies:

• Strong relationship-building and networking skills.
  




• Good communication and presentation skills.
  




• Customer-focused with problem-solving ability.
  




• Ability to work under pressure and achieve targets.
  




• Knowledge of insurance products and banking operations (preferred).
  

Requirements

Qualifications & Experience:

• Graduate / Postgraduate in any discipline (MBA preferred).
  




• 6 MONTHS –3 years of experience in sales, banking, or insurance. Freshers with strong sales aptitude may also apply.
  




• Prior experience in banca sales/financial services will be an added advantage.