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 networking, referrals, and prospecting.
  
• Conduct sales calls, meetings, and presentations to promote life insurance products to potential customers.
  
• Collaborate with internal teams (e.g., underwriting) to resolve client issues and improve overall customer satisfaction.
  
• Maintain accurate records of client interactions, sales activities, and performance metrics.
  

Desired Candidate Profile

• 1-4 years of experience in BFSI sales or field marketing.
  
• Strong understanding of direct channel sales principles.
  
• Excellent communication skills for effective relationship management.
  
• Proficiency in selling multiple products such as insurance policies.