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 direct channel sales, field sales, and BFSI partnerships.
  
• Conduct product demonstrations, presentations, and training sessions for clients on life insurance products.
  
• Maintain accurate records of client interactions, transactions, and performance metrics.
  

Desired Candidate Profile

• 1-3 years of experience in agency management, bancassurance sales, direct channel sales, or related fields.
  
• Strong understanding of life insurance industry trends and regulations.
  
• Excellent communication skills with ability to build strong relationships with clients.
  
• Ability to work independently with minimal supervision while meeting deadlines.