Insurance Relationship Manager

1 month ago


Bengaluru, Karnataka, India Max Life Insurance Full time

Key Responsibilities

Building Strong Customer Relationships

  • Develop and maintain strong relationships with assigned customer base.
  • Ensure retention of existing customer database and identify opportunities for growth.
  • Act as primary point of contact for customers, addressing queries and concerns in a timely and professional manner.
  • Collaborate with customers to understand their financial goals and provide personalized financial planning assistance.

Requirements

  • Excellent communication and interpersonal skills.
  • Ability to build trust and rapport with customers.
  • Strong analytical and problem-solving skills.
  • Proficiency in financial planning and customer relationship management.


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