Relationship Manager

Role & responsibilities

• Drive field sales and customer acquisition within the assigned territory.
• Generate business through self-sourcing, referrals, local networking, and market visits.
• Develop and maintain strong relationships with existing and prospective customers.
• Identify new business opportunities and expand the customer base.
• Conduct regular field visits to meet customers, prospects, and business partners.
• Understand customer requirements and recommend suitable financial/insurance solutions.
• Manage the complete sales cycle from lead generation to conversion and closure.
• Achieve assigned monthly/quarterly sales targets and business objectives.
• Develop strong knowledge of the local market, competition, and customer segments.
• Maintain accurate records of leads, customer interactions, follow-ups, and conversions.
• Coordinate with internal teams for smooth processing and customer onboarding.
• Ensure a high level of customer satisfaction and build long-term relationships.

Preferred candidate profile :

Candidates with stable career history, strong past sales performance, good customer relationships, and a short notice period will be preferred.