Relationship Manager - Affluent Banking

• Develop and maintain strong relationships with existing clients to increase sales of insurance products.
• Identify new business opportunities and generate leads through networking, referrals, and market research.
• Conduct client meetings and presentations to explain insurance policies and benefits.
• Collaborate with internal teams to resolve client queries and issues promptly.
• Achieve monthly and quarterly sales targets by selling insurance products to new clients.
• Stay updated on industry trends and competitor activity to identify new business opportunities.

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