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

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

Roles and Responsibilities :

• Develop and maintain 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 insurance products to existing customers.
• Analyze client data to upsell/cross-sell relevant financial services, resulting in increased revenue growth.

Job Requirements :

• 1-12 years of experience in agency sales, brokerage, or related fields such as finance, insurance, NBFC, or B2C marketing.
• Strong understanding of business development principles and ability to generate leads through cold calling, email campaigns, etc.
• Excellent communication skills with the ability to build strong relationships with clients at all levels.