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Relationship Manager

2 months ago

delhi, India Sargam Insurance Brokers Pvt. Ltd. Full time

Company Description

SARGAM Insurance Brokers Pvt. Ltd. is a Direct Insurance Broker for both Life Insurance and General Insurance in Delhi, India. The company aims to simplify insurance complexities, secure the right insurance solutions, and provide unbiased comparisons of insurance quotations for clients.

Role Description -(RELATIONSHIP MANAGER - HEALTH OR MOTOR INSURANCE )

A Relationship Manager is responsible for building and maintaining strong relationships with clients and ensuring that their needs are met effectively. Here are the key job responsibilities typically associated with this role:


Job Responsibilities


·       Develop and maintain long-term relationships with clients.

·       Act as the main point of contact between the company and the client, ensuring open and effective communication.

·       Understand clients’ needs and provide solutions that align with their goals.

·       Identify opportunities to upsell or cross-sell products and services to existing clients.

·       Meet or exceed sales targets by developing strategies to attract new clients and retain existing ones.

·       Collaborate with the sales team to develop customized proposals and solutions for clients.

·       Oversee the client onboarding process to ensure a smooth transition.

·       Provide ongoing support and assistance to clients, addressing any concerns or issues they may have.

·       Ensure that all client requests are handled promptly and efficiently.

·       Work closely with internal teams such as sales, marketing, product development, and customer service to deliver a cohesive client experience.

·       Provide feedback from clients to internal teams to drive improvements in products and services.

·       Collaborate on client presentations, proposals, and contract negotiation