Relationship Manager (Pune)

Job Role - Relationship Manager - Manage and grow life insurance sales through the CAT (Corporate Agency Tied/Corporate Agency) Channel. - Build and maintain strong relationships with corporate agency partners. - Drive business growth by engaging with partner branches and sales teams. - Generate quality leads and identify recent business opportunities. - Achieve assigned sales targets through effective partner management and customer acquisition. - Conduct product presentations, training sessions, and regular partner visits. - Support partners in customer meetings and joint sales activities. - Coordinate with underwriting and operations teams for timely policy issuance. - Monitor sales performance and prepare MIS reports. - Ensure excellent customer service and maintain policy persistency. - Follow IRDAI guidelines and company compliance policies. - Promote cross-selling and upselling of life insurance products based on customer requirements. Key Responsibilities - Develop and maintain relationships with Corporate Agency partners. - Increase life insurance sales through partner channels. - Motivate and guide partner employees to achieve business targets. - Conduct regular market visits and business reviews. - Support customer acquisition and sales conversion activities. - Track daily sales performance and prepare reports. - Ensure smooth coordination between customers, partners, and internal teams. - Maintain compliance with company policies and regulatory requirements. Job Purpose - To drive life insurance business through the CAT Channel by managing partner relationships, generating sales opportunities, acquiring customers, and achieving assigned targets. .