Relationship Manager

Key Responsibilities

• Build and maintain strong relationships with existing and prospective customers through regular follow-ups and personal visits.
• Meet customers directly to understand their financial goals, insurance needs, and protection requirements.
• Explain existing and new Life Insurance plans, policy benefits, features, and suitability.
• Generate new business opportunities through customer meetings, referrals, and the assigned bank channel.
• Identify opportunities to offer suitable insurance solutions to existing customers and acquire new customers.
• Maintain regular customer engagement to improve customer satisfaction, retention, and business growth.
• Achieve assigned sales targets and business objectives within defined timelines.
• Ensure accurate documentation, timely follow-ups, and compliance with company policies and insurance regulations.

Requirements & Tech Stack

• Graduate in any discipline is mandatory.
• Good communication, interpersonal, and customer relationship management skills.
• Strong customer-handling, sales, and negotiation abilities.
• Willingness to conduct customer visits and meet prospective clients directly.
• Ability to work towards sales targets and build long-term customer relationships.
• Prior experience in Life Insurance or the financial services industry is preferred but not mandatory.
• Fresh graduates with the right attitude and communication skills may also apply.

Key Skills

• Customer Relationship Management
• Direct Sales
• Customer Visits
• Life Insurance Sales
• Business Development
• Lead Generation
• Customer Retention
• Communication Skills
• Target Achievement