Relationship Manager

Company Description ICICI Prudential Life Insurance Company Limited is one of India's leading private sector life insurance providers, offering solutions to help customers secure their families and meet long-term financial goals. The company delivers a broad portfolio of products, including term, wealth, child education, and retirement plans tailored to different life stages. Its focus on customer commitment, innovation, and strong values has earned multiple industry awards, including recognition for its iProtect Smart Life Cover Plan as Product of the Year 2016 in the life insurance category. With sustained customer trust and support, ICICI Prudential Life has built and maintained a strong position in the life insurance industry.

Role Description The Relationship Manager is a full-time, on-site role based in Noida, responsible for managing and expanding customer relationships for life insurance and investment products. This role involves engaging with existing and prospective customers, understanding their financial protection and savings needs, and recommending suitable ICICI Prudential Life solutions. The Relationship Manager will conduct regular follow-ups, provide post-sales service, and ensure high customer satisfaction through timely responses and proactive communication. Daily activities include meeting sales and service targets, coordinating with internal teams for policy issuance and servicing, maintaining accurate records in CRM tools, and participating in local marketing or customer engagement initiatives.

Qualifications

• Strong customer relationship management and client servicing skills, with the ability to build trust and long-term engagement.
• Sales and business development capabilities, including prospecting, need-based selling, and achievement of revenue or policy targets.
• Excellent communication, negotiation, and interpersonal skills, with a professional and customer-focused approach.
• Basic financial acumen and understanding of life insurance, protection, savings, and retirement products (prior insurance or BFSI experience is an advantage).
• Ability to work in a structured on-site environment in Noida, manage time effectively, and handle multiple customer interactions daily.
• Proficiency in MS Office and CRM or sales tracking tools, with attention to detail and accurate documentation.
• Bachelor's degree in any discipline; a postgraduate qualification or relevant certifications in finance or insurance are beneficial.
• Ethical conduct, resilience, and a goal-oriented mindset, with willingness to learn and adapt in a fast-paced, target-driven setting.