Relationship Manager

1 day ago


Kolkata, West Bengal, India Right Choice Stock Broking Full time ₹ 6,00,000 - ₹ 12,00,000 per year
  1. Client Relationship Management

  2. Act as the primary point of contact between the insurance company and the client.

  3. Build strong, long-term relationships with customers.
  4. Provide personalized service to ensure customer satisfaction and loyalty.

  5. Business Development & Sales

  6. Source new clients through networking, referrals, and lead generation.

  7. Promote and sell life insurance products based on customer needs.
  8. Achieve monthly/quarterly/annual business targets.

  9. Financial Advisory

  10. Understand customers financial goals, risk appetite, and insurance needs.

  11. Recommend suitable life insurance plans such as term, ULIP, retirement, child plans, etc.
  12. Educate clients on the importance of life insurance and long-term financial planning.

  13. Policy Servicing & Support

  14. Assist customers in policy issuance, renewals, and claim settlement.

  15. Provide after-sales service for queries, grievances, and policy modifications.
  16. Ensure timely premium reminders and collection.

  17. Compliance & Documentation

  18. Ensure KYC norms and company policies are followed.

  19. Maintain accurate customer records and documentation.
  20. Stay updated with IRDAI regulations and company compliance standards.

  21. Market Intelligence

  22. Track competitor products and market trends.

  23. Share customer insights and feedback with management.
  24. Suggest improvements in products and services.

    Role & responsibilities

Preferred candidate profile



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