Relationship Manager
4 days ago
BeWealthy Consultants Pvt. Ltd. is a pioneering service portal that bridges the gap between clients and companies. Specializing in Financial Advisory, Wealth Management, and various Planning Services, our team of experts possess deep insights into the complex economy. We provide services spanning Financial Planning, Insurance, Tax advice, and Investment strategies in equity, debt, or alternative categories. Our comprehensive services include Spending, Investment, Protection, Borrowing, and Business assistance, all delivered with strong research and the latest economic trends for personalized financial security.
Role Description:
This is a full-time on-site role for a Relationship Manager - Health, Life and SME; based in the Mumbai Metropolitan Region. The Relationship Manager will be responsible for managing client relationships, providing expert health-related financial advice, and offering tailored solutions to meet clients' needs. The manager will actively engage with clients to understand their requirements, coordinate with internal teams, and ensure high levels of customer satisfaction and retention. Additionally, the role will involve networking to develop new business opportunities.
Role and Responsibilities:
● The candidate will be responsible for managing sales and relationship aspects for Health, Life, SME insurance products for the company.
● Develop and implement a strategic plan to achieve sales targets for Health, Life, SME insurance products.
● Create and maintain relationships with customers and partners to ensure
customer satisfaction and retention.
● Develop and maintain a thorough knowledge of Health, Life, SME insurance products and services offered by the company.
● Manage the sales pipeline and ensure all sales activities are properly tracked and reported.
● Stay up-to-date with industry trends and regulations related to Health, Life, SME insurance.
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