Relationship Manager

Roles and Responsibilities :

• Manage relationships with existing clients to identify cross-selling opportunities and increase revenue through upselling and retention strategies.
• Develop new business leads by identifying potential customers, building rapport, and presenting insurance products effectively.
• Collaborate with internal teams to resolve client issues, provide exceptional customer service, and ensure high levels of satisfaction.
• Analyze market trends, competitor activity, and industry developments to stay up-to-date on product knowledge and best practices.

Job Requirements :

• 0-5 years of experience in agency channel, banca sales, banking sales, BFSI sales or related fields.
• Strong understanding of insurance broking, cross sales, field sales, tied channel distribution networks.
• Excellent communication skills for effective relationship management with clients at all levels.