Relationship Manager / Financial planning manager

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide personalized solutions.
  
• Develop and implement effective sales strategies to meet targets, focusing on direct channel sales, insurance sales, field sales, and relationship management.
  
• Collaborate with internal teams to ensure seamless delivery of services and products to clients.
  
• Identify new business opportunities through networking, referrals, and market research.
  

Desired Candidate Profile

• 1-4 years of experience in banking or finance industry with a focus on relationship management or financial planning.
  
• Strong understanding of life insurance products and ability to sell them effectively.
  
• Excellent communication skills for building strong relationships with clients at all levels.
  
• Ability to work independently as well as part of a team towards achieving common goals.