PrishaPolicy | Relationship Manager

7 days ago

gurugram, India PrishaPolicy Full time

Company Overview:

Prisha Insurance Brokers Pvt. Ltd. is a leading insurance brokerage firm dedicated to providing comprehensive insurance solutions to individuals and businesses. With a focus on customer satisfaction and personalized service, we strive to offer the best insurance products tailored to our clients' needs.


Position Overview:

We are hiring a Relationship Manager to strengthen customer relationships and offer tailored insurance solutions. The role involves building trust with clients, achieving sales targets, and ensuring excellent service.


Responsibilities:

· Build and maintain strong relationships with individual and corporate clients.

· Understand client needs and recommend suitable insurance products.

· Help clients with policy selection, renewals, and claims.

· Promote and explain the company’s insurance products to clients.

· Meet sales targets by identifying new opportunities and clients.

· Cross-sell and upsell insurance products to maximize client value.

· Act as the main point of contact for client queries and issues.

· Ensure quick resolution of customer concerns and claims.

· Identify and engage with potential clients through networking and referrals.

· Stay updated on market trends and competitor activities.

· Maintain accurate records of client interactions in the CRM system.

· Prepare regular sales and performance reports.

· Follow all company policies and regulatory requirements.


Qualifications:

· Bachelor’s degree in Business, Finance, or related field.

· Experience in sales or customer service, preferably in insurance.

· Strong understanding of insurance products.

· Excellent communication and interpersonal skills.

· Goal-oriented and self-motivated.

· Proficiency in CRM tools and Microsoft Office.

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