Executive Relationship Manager

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
  
• Develop new business opportunities through networking, referrals, and prospecting.
  
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
  
• Meet or exceed monthly sales targets by selling life insurance products effectively.
  
• Stay up-to-date on industry trends, regulations, and best practices in the financial services sector.
  

Desired Candidate Profile

• 0-5 years of experience in direct channel sales, bancassurance sales, agency channel management, BFSI sales, insurance sales, banking sales, or financial services sales.
  
• Strong understanding of life insurance products and ability to communicate complex concepts simply.
  
• Excellent relationship-building skills with a focus on providing exceptional customer service.
  
• Ability to work independently as well as part of a team towards common goals.