Walk-in || Relationship Manager

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
  
• Utilize strong communication skills to build rapport with customers and promote life insurance products effectively.
  
• Develop new business opportunities through direct channel sales, field sales, and general insurance sales.
  
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
  
• Meet or exceed monthly targets for sales performance.
  

Desired Candidate Profile

• 1-4 years of experience in relationship management, direct channel sales, or a related field.
  
• Strong understanding of casa sales principles and practices.
  
• Proven track record of meeting or exceeding sales targets in an insurance industry setting.