
Relationship Manager
1 day ago
Client Relationship Management
Act as the primary point of contact between the insurance company and the client.
- Build strong, long-term relationships with customers.
Provide personalized service to ensure customer satisfaction and loyalty.
Business Development & Sales
Source new clients through networking, referrals, and lead generation.
- Promote and sell life insurance products based on customer needs.
Achieve monthly/quarterly/annual business targets.
Financial Advisory
Understand customers financial goals, risk appetite, and insurance needs.
- Recommend suitable life insurance plans such as term, ULIP, retirement, child plans, etc.
Educate clients on the importance of life insurance and long-term financial planning.
Policy Servicing & Support
Assist customers in policy issuance, renewals, and claim settlement.
- Provide after-sales service for queries, grievances, and policy modifications.
Ensure timely premium reminders and collection.
Compliance & Documentation
Ensure KYC norms and company policies are followed.
- Maintain accurate customer records and documentation.
Stay updated with IRDAI regulations and company compliance standards.
Market Intelligence
Track competitor products and market trends.
- Share customer insights and feedback with management.
- Suggest improvements in products and services.
Role & responsibilities
Preferred candidate profile
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