Senior 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 needs analysis to understand client requirements and recommend suitable products from our range of life insurance offerings.
  
• Achieve sales targets by selling life insurance policies, bancassurance products, or other relevant financial services.
  
• Provide excellent customer service by resolving client queries and concerns in a timely manner.
  

Desired Candidate Profile

• 1-3 years of experience in BFSI sales, preferably in life insurance or related fields (bancassurance sales).
  
• Strong understanding of general insurance, health insurance, investment products, mutual funds, PMS, AIFs etc. .
  
• Excellent communication skills for effective relationship management with clients.
  
• Ability to work independently with minimal supervision while meeting sales targets.