Relationship Manager- (CSB Bank-Life Insurance)- Tamil Nadu

Interested candidates can share the updated resume on [email removed] (or) [phone removed].

Annual CTC max - 4 L + TA + Incentives.

Roles and Responsibilities :

• Develop and maintain strong relationships with existing clients to identify their financial needs and provide tailored solutions.
• Identify new business opportunities through lead generation, prospecting, and networking within the BFSI industry.
• Collaborate with internal teams to develop marketing strategies for cross-selling and upselling insurance products to existing clients.
• Analyze client data to identify trends and areas of improvement, making recommendations for process enhancements.

Job Requirements :

• 1-12 years of experience in agency management, brokerage, or related fields such as finance, NBFC, or insurance.
• Strong understanding of B2C sales principles and practices in the BFSI sector.
• Proven track record of successful client acquisition and retention through excellent relationship-building skills.