Relationship Manager

Role & responsibilities

• Achieve sales targets for life insurance by engaging with prospective customers.
• Understand customer needs and offer suitable life insurance products, including cross-selling and upselling.
• Build and maintain strong relationships with clients to ensure timely renewals and customer satisfaction.
• Utilize provided leads effectively on a daily basis to maximize business opportunities.
• Maintain accurate customer data and update systems regularly.
• Drive performance through weekly goal sheet achievements and participation in sales contests.
• Ensure high standards in product mix, policy persistency, and lead conversion rates.
• Operate efficiently with a focus on cost-effectiveness and quality business.

Preferred candidate profile

• 1) Candidate must have two-wheeler.
• 2) Candidate must be flexible to travel.
• 3) Canddidate should have good communication in English ,Kannada
• 4) Graduation /Postgraduation should be completed
• 5)Candidate Year of Passing should be 2024,2025,2026