Relationship Manager

3 days ago

Kottayam KL IN Medcity Study Abroad Full time

Position Relationship Manager -Life Insurance Industry Insurance Location Pala CTC Up to 4 LPA - 5 LPA Preferred Candidates Professionals with prior experience in the Insurance Industry General Overview of the Role The Relationship Manager - Life insurance will be responsible for building and managing relationships with channel partners ensuring smooth business acquisition and driving sales of credit life insurance products The role requires excellent communication networking and business development skills to achieve sales targets while maintaining strong client satisfaction and long-term relationships Key Responsibilities 1 Lead Generation Customer Acquisition Identify and generate leads through in-branch lead generators existing bank customer databases and walk-in customers 2 Needs Analysis Product Recommendation Conduct detailed discussions with customers to understand their financial and life insurance requirements Analyze customer needs to recommend suitable life insurance and investment products from the company s product portfolio Secure customer agreement to purchase by providing clear product explanations and benefits 3 Sales Documentation Policy Processing Accurately complete all required sales documentation ensuring compliance with regulatory and company standards Coordinate the completion of medical reports where required and facilitate timely issuance of policy documents Ensure all sales activities are documented correctly in CRM systems 4 Cross-Selling Up-Selling Opportunities Build a loyal customer base to identify opportunities for cross-selling and up-selling additional financial products Seek referrals from satisfied customers to generate additional prospects Maintain long-term relationships with clients to support ongoing business development 5 Compliance Reporting Adhere strictly to the company s sales processes policies and regulatory guidelines Prepare and submit periodic reports on sales performance lead status and customer interactions Continuously update knowledge of company products market trends and competitor offerings Build a strong pipeline of prospective clients through proactive outreach and referrals Develop and maintain relationships with clients to ensure long-term business partnerships Skills Qualifications Education Experience Bachelor s Master s degree in Business Finance Management or related field required Minimum 1-4 years of experience in the Insurance Sales Minimum 1 year of proven sales experience preferably in banking insurance or financial services Prior experience in handling life insurance products is a plus Proven track record in business development client handling and relationship management Benefits Cell phone reimbursement Food allowance Health insurance Life insurance Leave encashment Paid sick leave and paid time off Provident Fund Attractive performance-based incentives Skills Competencies Excellent communication negotiation and presentation skills Ability to build and maintain strong professional relationships Strong business acumen with a sales-oriented mindset Proficiency in MS Office Self-motivated with ability to work independently and meet targets Interested Candidates can send their CV to hr banking miak in To connect 9946748555 Job Type Full-time Application Question s Do you have any experience in Insurance Sales Work Location In person

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