Finance Relationship Manager

As a Field Relationship Manager at Canara HSBC Life Insurance (Direct/Agency), your primary role is to drive sales, client retention, and channel partner engagement. You will be responsible for achieving targets through direct sales, managing partner bank relationships, handling customer queries, and ensuring compliance. **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 guidelines and internal policies. - **Sales Processing:** Assist with the completion of medical reports and ensure prompt issuance of policy documents. **Qualification Required:**
• **Experience:** Generally 15 years of experience, preferably in insurance sales, banking, or direct channel sales. - **Education:** A Graduate degree or above is typically required. - **Skills:** Excellent communication, negotiation, and interpersonal skills. - **Tools:** Basic knowledge of CRM software and MS Office, specifically in lead management. - **Required Documents:** PAN card, Aadhaar card, and a 2-wheeler license are often required. In addition to the role specifics, the salary/CTC for this position is approximately 3 Lakhs - 6.5 Lakhs per annum, varying based on experience and location. The role is field-based, requiring regular travel for customer meetings and bank visits, with typical office hours and a 6-day working structure. As a Field Relationship Manager at Canara HSBC Life Insurance (Direct/Agency), your primary role is to drive sales, client retention, and channel partner engagement. You will be responsible for achieving targets through direct sales, managing partner bank relationships, handling customer queries, and ensuring compliance. **Key Responsibilities:**