Reporting to the Senior Relationship Manager, the role holder will manage and strengthen the relationship with assigned key business partners by ensuring effective stakeholder engagement and consistent delivery of quality service. The Relationship Officer will serve as the primary liaison between the organization and the business partner, coordinating business conversion, operational activities, identifying business growth opportunities, and ensuring agreed service-level standards and business objectives are achieved
- Build and maintain strong, productive relationships with key stakeholders to promote collaboration, trust, and long-term business growth.
- Generate new business from our strategic partners by driving the conversion of business opportunities generated through the bank partner
- Achieve monthly renewal target of 85% across our strategic partners.
- Identify opportunities to grow revenue, customer acquisition, product penetration, and overall partner contribution.
- Develop and execute joint business growth initiatives, campaigns and trainings in collaboration with the partner
- Conduct regular partner meetings and performance reviews to assess progress against agreed business objectives and service standards.
- Communicate business updates, operational changes, product enhancements and emerging issues & opportunities to our business partners.
- Identify partner concerns and coordinate timely resolution to maintain a positive working relationship.
- Work closely with internal teams to align partner expectations with organizational policies, processes, and strategic priorities.
- Coordinate regular reconciliation of transactions, accounts, settlements, and other partner-related records.
- Ensure reconciliation reports are accurate, complete, and submitted within agreed timelines.
Essential Knowledge/Skills and Experience Required:
- Bachelor's degree in Business, Finance, Actuarial science, or related field;
- Minimum of four (4) years' relevant experience in the bancassurance field.
- Strong business development, negotiation and key account management skills.
- Strong understanding of bancassurance intermediary and corporate client relationship management.
- Strong commercial, financial and analytical skills, including sales forecasting, pipeline management and performance analysis.
- Excellent communication, negotiation and presentation skills.
Professional Qualifications & Experience Required:
- Professional qualification in insurance (AIIK/ACII/FLMI/CIM)
- Diploma in Sales and Marketing (added advantage).