Relationship Manager

Overview

We invite motivated individuals to join as Relationship Managers focused on insurance sales through field activities. This role involves acquiring new clients, maintaining existing relationships, and promoting insurance and banking products by engaging directly with customers.

Key Responsibilities

• Drive business growth via field sales, referrals, and cold outreach.
• Market and sell Health and Term Insurance products to individual customers.
• Develop and nurture enduring client relationships to foster recurring business.
• Assess customers' financial needs and appropriately recommend insurance solutions.
• Meet predefined sales targets for life insurance and banking product sales.
• Conduct client meetings, presentations, and necessary follow-ups in the field.
• Ensure accurate documentation and adherence to company and regulatory guidelines.
• Collaborate with internal teams to facilitate policy issuance and customer service support.

Required Skills and Experience

• Prior experience in NBFC, BFSI sector, or B2C sales is advantageous.
• Strong background in field sales and direct customer acquisition.
• Excellent communication and adeptness at building professional relationships.
• Goal-driven with a determined sales approach.
• Basic understanding of financial products and regulatory environment in insurance.

Candidate Eligibility

• Education: Minimum completion of 12th grade.
• Must possess a two-wheeler vehicle and a valid driving license.

Why Join

• Opportunity to work with one of India's leading insurance brands.
• Fast-paced career advancement with rewarding incentives.
• Contribute to an ambitious mission to insure every family in India.