Relationship Manager

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
  
• Conduct needs analysis to determine the most suitable products for customers' requirements.
  
• Develop and maintain a strong understanding of various life insurance policies, including features, benefits, and limitations.
  
• Identify cross-selling opportunities for other banking products and services to increase revenue growth.
  
• Provide exceptional customer service by resolving client queries and concerns in a timely manner.