Relationship Manager

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
  
• Develop new business opportunities through cross-selling life insurance products to bank customers.
  
• Collaborate with internal teams to ensure seamless integration of bancassurance sales efforts.
  
• Meet or exceed monthly targets for sales performance metrics such as number of policies sold, premium collected, etc.
  
• Provide exceptional customer service by resolving client queries and concerns in a timely manner.