Relationship Manager

We are looking for a dynamic Relationship Manager - Insurance with 2-5 years of experience in client portfolio management within the insurance industry. The ideal candidate will excel in building long-term relationships, meeting sales targets, and delivering exceptional customer satisfaction.

Key Responsibilities

1. Client Relationship Management

- Build and maintain strong relationships with clients.

- Serve as the primary point of contact for customer queries, ensuring prompt resolution and satisfaction.

2. Sales & Business Development

- Identify client needs and recommend suitable insurance products (life, health, motor, and general insurance).

- Achieve sales targets through proactive cross-selling and upselling.

- Generate leads via referrals, partnerships, and networking.

3. Portfolio Management

- Oversee a portfolio of clients, ensuring timely renewals and follow-ups.

- Provide updates on policies, benefits, and claims procedures.

4. Consultation & Advising

- Conduct financial assessments and recommend tailored insurance solutions.

- Stay updated on market trends and product knowledge to offer accurate advice.

5. Team Collaboration & Reporting

- Collaborate with internal teams (underwriters, claims) to ensure seamless service.

- Maintain accurate client records, ensure compliance with KYC/AML guidelines, and prepare performance reports.

Skills & Qualifications:

- Strong interpersonal and communication skills.

- Proven ability to achieve sales targets and manage client portfolios.

- Knowledge of insurance products and market trends.

- Proficiency in CRM tools and reporting.