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Relationship Associate @ Skywings Advisors

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 Relationship Associate

Job Description

    Designation - Relationship Associate
    CTC - 3.50 LPA + Incentives
    Channel - Banca

    Key Responsibilities

    1. Sales & Business Development

    • Achieve monthly, quarterly, and annual sales targets for life insurance through assigned bank branches.

    • Generate business by working closely with bank sales teams and identifying customer needs.

    • Conduct customer meetings, financial planning discussions, and product presentations.

    • Drive cross-sell and upsell opportunities for various life insurance products.

    2. Relationship Management

    • Build strong professional relationships with branch managers, bank staff, and key stakeholders.

    • Ensure daily interaction with bank teams to motivate, guide, and support their insurance selling efforts.

    • Conduct regular branch visits to maintain visibility and engagement.

    3. Training & Activation

    • Train bank employees on life insurance products, processes, and sales pitches.

    • Conduct morning huddles, product refreshers, and need-based training sessions.

    • Support bank staff in customer interactions and joint sales calls.

    4. Customer Service & Support

    • Provide accurate product information and ensure smooth onboarding/issuing of policies.

    • Handle customer queries, documentation, and post-sales service support.

    • Ensure compliance with customer suitability norms and regulatory guidelines.

Employement Category:

Employement Type: Full time
Industry: Insurance
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Relationship Associate

Contact Details:

Company: Skywings Advisors
Location(s): Aurangabad,

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Keyskills:   banca bancassurance banka

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₹ 1 to 6 Yr

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Skywings Advisors

Skywings Advisors Private Limited, headquartered in New Delhi, is a leading force in the placement and recruitment industry. Our expertise spans across diverse recruitment disciplines.

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