Relationship Manager

Key Responsibilities:

Achieve sales targets for life insurance by engaging with prospective customers.

Understand customer needs and offer suitable life insurance products, including cross-selling and upselling.

Build and maintain strong relationships with clients to ensure timely renewals and customer satisfaction.

Utilize provided leads effectively on a daily basis to maximize business opportunities.

Maintain accurate customer data and update systems regularly.

Drive performance through weekly goal sheet achievements and participation in sales contests.

Ensure high standards in product mix, policy persistency, and lead conversion rates.

Operate efficiently with a focus on cost-effectiveness and quality business