Relationship Manager

Educational Qualifications

• Bachelor’s degree in Business Administration, Finance, Marketing, Management, Economics, or any relevant discipline.

• Master’s degree will be an advantage.

 

Experience

• Preferably 5+ years of relevant experience in life insurance, financial services, banking, direct sales, or a related industry.

• Experience in managing and developing a sales team is highly preferred.

• Proven experience in achieving sales targets and driving business growth is essential.

 

Required Competencies:

• Sales leadership

• Team building and people management

• Coaching and mentoring

• Business development

• Strategic and territory planning

• Customer relationship management

• Communication and negotiation

• Performance management

• Problem-solving and decision-making

• Market development

• Analytical and reporting skills

• Strong commercial orientation

Business Growth & Sales Leadership

• Develop and implement business plans to achieve sales, premium, customer acquisition, and productivity targets.
• Identify new market opportunities, expand market reach, and maintain a healthy sales pipeline.
• Monitor unit performance and take corrective actions to improve productivity and achieve business goals.

Recruitment & Team Building

• Source, attract, and recruit suitable candidates for Relationship Officer / Financial Associate positions.
• Lead onboarding, orientation, and initial development of newly recruited team members.

Team Management & Development

• Coach, motivate, and develop Relationship Officers/Financial Associates to improve sales skills and performance.
• Set performance expectations, conduct regular reviews, and provide continuous feedback and coaching.

Unit & Customer Management

• Conduct regular unit meetings, sales activities, and field engagements to ensure effective execution of business plans.
• Build strong relationships with key customers and stakeholders while supporting the team in delivering quality service and improving customer retention.