Relationship Manager

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
  
• Develop new business opportunities through networking, referrals, and prospecting.
  
• Conduct needs analysis to understand client requirements and recommend suitable products from our range of life insurance offerings.
  
• Meet sales targets by acquiring new customers and increasing policy renewals/surrenders.
  
• Stay updated on industry trends, regulatory changes, and competitor activity to maintain a competitive edge.
  

Desired Candidate Profile

• 1-3 years of experience in Banca Sales or Bancassurance Sales.
  
• Strong understanding of Life Insurance products and bancassurance channels.
  
• Excellent communication skills for effective relationship management with clients.
  
• Ability to work independently with minimal supervision while meeting deadlines.