Relationship Manager

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored solutions.
  
• Develop new business opportunities through networking, referrals, and prospecting.
  
• Conduct sales activities such as cold calling, meetings, and presentations to promote life insurance products.
  
• Identify cross-selling opportunities for other banking products and services.
  
• Maintain accurate records of client interactions, sales transactions, and performance metrics.
  

Desired Candidate Profile

• 1-6 years of experience in Banca Sales or related field (preferably from BFSI industry).
  
• Strong understanding of life insurance products and sales principles.
  
• Excellent communication skills with ability to build rapport with clients at all levels.
  
• Ability to work independently with minimal supervision while meeting targets set by the organization.