Relationship Executive - Sales - Insurance (2-5 yrs)

Job Description

A Relationship Executive works with banks and insurance companies to provide financial services to customers. They help customers understand their financial needs and recommend the best products.

Roles & Responsibilities:

- Understand a customer's financial goals and needs.

- Help customers to choose the best financial products for their needs.

- Maintain relationships with customers and bank staff.

- Cross-sell and up-sell products to bank customers.

- Work with bank staff to identify potential customers.

- Coach bank employees on sales techniques.

Qualification & Experience:

- A graduate degree is mandatory.

- Minimum 2 years in sales/marketing.

- Must be a resident or native of the area for 3+ years.

- Basic knowledge of insurance/banking operations.

- Strong communication & interpersonal skills.

For more information - Kindly contact us:

Ayushi Lad | HR Team

+91 84603 77032