Walk-in || 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 direct channel sales, field sales, and networking within the local community.
  
• Meet or exceed monthly targets for policy issuance, premium collection, and other key performance indicators (KPIs).
  
• Stay up-to-date on industry trends, regulatory changes, and competitor activity to maintain a competitive edge.
  

Desired Candidate Profile

• 1-4 years of experience in BFSI sales or related fields such as banking, finance, or insurance.
  
• Strong understanding of life insurance products and services offered by various companies.
  
• Excellent communication skills with ability to build rapport with diverse groups including high net worth individuals (HNIs) and corporates.