Relationship Manager - Life Insurance

We are seeking a motivated and dynamic Relationship Manager specializing in Life Insurance to join our team in the Mumbai Region. The ideal candidate will be responsible for building and maintaining strong relationships with clients, ensuring their insurance needs are met with the highest level of service. This role requires a proactive approach to sales and customer engagement, focusing on direct sales strategies and effective policy issuance processes.

Key Responsibilities:

• Develop and maintain relationships with clients to understand their insurance needs and provide tailored solutions.
• Engage in direct sales activities to promote life insurance products and services.
• Collaborate with the agency and banca partners to enhance sales opportunities and client outreach.
• Ensure timely policy issuance and follow up with clients to ensure satisfaction.
• Utilize VRM tools to manage client interactions and track sales performance.
• Stay updated on industry trends and product knowledge to effectively advise clients.

Required Skills:

• Strong knowledge of insurance products, particularly life insurance.
• Proven experience in direct sales and relationship management.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in using CRM tools and sales management software.

If you are passionate about helping clients secure their financial future and have a track record in sales, we encourage you to apply for this exciting opportunity.