Relationship Manager-Direct channel

2 days ago


Mumbai, Maharashtra, India Canara hsbc life insurance co,ltd Full time ₹ 5,00,000 - ₹ 25,00,000 per year
Job Description

Canara hsbc Life insurance co,ltd
Desingation-Relationship Manager
CTC

Key responsibilities

  • Sales and revenue generation: Achieve and exceed sales targets through direct engagement with new and existing customers.
  • Client relationship management: Build and maintain strong, trust-based relationships with clients by understanding their needs and providing ongoing support.
  • Product knowledge: Stay updated on a wide range of life insurance products, their features, benefits, and how they meet customer needs.
  • Needs analysis: Meet with clients to understand their financial goals and recommend the most appropriate life insurance plans and related financial products.
  • Sales process management: Guide customers through the entire sales process, from initial contact to policy purchase and claim assistance.
  • Compliance and ethics: Adhere to high ethical standards, maintain client confidentiality, and follow all regulatory guidelines.


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