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 product demonstrations, presentations, and pitches to potential customers.
  
• Meet sales targets by consistently meeting or exceeding monthly/quarterly/yearly sales quotas.
  
• Stay updated on market trends, competitor activity, and regulatory changes in the life insurance industry.
  

Desired Candidate Profile

• 1-5 years of experience in Banca Sales or related field (Insurance/Life Insurance).
  
• Strong understanding of general insurance products and services.
  
• Excellent communication skills for effective relationship management with clients.
  
• Ability to work independently with minimal supervision while meeting deadlines.