Relationship Manager

Job Description

Title: Relationship Manager

Company Name: Shanta Life Insurance PLC

Vacancy: --

Age: At least 30 years

Job Location: Chattogram

Salary: Negotiable

Experience:

Published: 2026-08-20

Application Deadline: 2026-09-19

Education:

Requirements:

Skills Required:

Additional Requirements:

• Age At least 30 years

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

A. Business Growth & Sales Leadership

• Develop and execute business plans to achieve assigned unit sales, premium, customer acquisition, and productivity targets.

• Drive sustainable business growth by identifying new market opportunities, expanding market penetration, and maintaining a strong sales pipeline.

• Monitor unit performance against targets and take timely actions to improve productivity and achieve business objectives.

B. Recruitment & Team Building

• Identify, attract, and recruit suitable candidates for Relationship Officer / Financial Associate positions to build a strong and sustainable sales team.

• Lead the onboarding, orientation, and development of newly recruited Financial Associates to ensure effective integration and early productivity.

C. Team Management & Development

• Manage, coach, motivate, and develop Relationship Officers/Financial Associates to enhance their sales capability, productivity, and performance.

• Set clear performance expectations, conduct regular performance reviews, and provide continuous coaching and feedback to address performance gaps.

D. Unit & Customer Management

• Lead regular unit meetings, sales activities, and field engagements to ensure disciplined execution of business plans and sales targets.

• Build and maintain strong relationships with key customers and stakeholders while supporting the team in delivering quality customer service and strengthening customer retention.