Relationship Manager

1 week ago


Kollam Chennai, India beBeeProfessional Full time

Insurance professionals with bancassurance expertise support customers by analyzing their financial needs and recommending suitable products.

The primary responsibilities of this role include:

  • Assessing customer requirements to identify opportunities for cross-selling insurance products.
  • Explaining banking and insurance services, processes, and policies to clients.
  • Providing guidance on selecting the most appropriate financial solutions based on customer needs.
  • Knowledge of various insurance products is essential to offer tailored solutions.
  • Building strong relationships with customers and delivering exceptional after-sales service.
  • Fostering customer satisfaction and achieving sales targets through effective communication and product knowledge.

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