Finance relationship Manager

Dear Associate For Apply Call on hidden_mobile or Email on hidden_email A Field Relationship Manager at Canara HSBC Life Insurance (Direct/Agency) drives sales, client retention, and channel partner engagement. Responsibilities include achieving targets through direct sales, managing partner bank relationships, handling customer queries, and ensuring compliance, usually requiring 15 years of experience. Key Responsibilities Sales Generation: Achieve monthly and yearly sales targets by selling insurance products via direct or agency channels. Relationship Management: Build and maintain strong relationships with bank employees and customers to ensure retention and drive renewals. Customer Engagement: Conduct meetings (calls/meetings) to present insurance solutions to clients, ensuring a high level of customer service. Lead Generation & Conversion: Identify new prospects and convert existing database leads into sales. Compliance & Audit: Adhere strictly to IRDAI (Insurance Regulatory and Development Authority of India) guidelines and internal policies. Sales Processing: Assist with the completion of medical reports and ensure prompt issuance of policy document Job Requirements Experie…