Relationship Manager

Roles and Responsibilities :

• Manage relationships with existing clients to identify their financial needs and provide tailored solutions.
• Develop new business opportunities through cross-selling of general insurance products across various channels (agency, direct, microfinance).
• Collaborate with internal teams to ensure seamless delivery of services and resolve client queries efficiently.
• Identify potential risks and develop strategies to mitigate them while maintaining high levels of customer satisfaction.

Job Requirements :

• 1-10 years of experience in finance, BFSI or NBFC industry.
• Strong understanding of general insurance, life insurance, microfinance, nbfc, cross sales, field sales, direct sales concepts.
• Proven track record in building strong relationships with clients and driving revenue growth.