Relationship Manager

Roles and Responsibilities :

• Develop and maintain strong relationships with existing clients to increase sales volume and customer satisfaction.
• Identify new business opportunities through cross-selling, upselling, and referrals to expand the client base.
• Collaborate with internal teams such as underwriting, marketing, and operations to resolve client issues and improve overall service delivery.
• Analyze market trends, competitor activity, and customer needs to develop effective sales strategies.
• Field Sales

Job Requirements :

• 1-12 years of experience in BFSI sales or related field (e.g., banking sales, credit card sales).
• Proven track record of success in direct channel sales or agency channel management.
• Strong understanding of financial products such as life insurance, health insurance, mutual funds etc.