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Relationship Manager/Senior Relationship Manager - Sales - BFSI (1-7 yrs)

1-7 years

Relationship Manager/Senior Relationship Manager - Sales - BFSI (1-7 yrs)

TheBirbal

posted 12hr ago

Job Role Insights

Flexible timing

Job Description

Company Overview:

A dynamic and customer-centric insurance provider committed to delivering unparalleled service and comprehensive coverage to our clients. We are seeking a highly motivated and results-driven Relationship Manager to join our team.

Key Responsibilities:

Lead Conversion:

- Proactively engage with leads generated through various channels, including but not limited to, digital marketing, referrals, and walk-ins.

- Present and explain insurance products effectively, addressing any concerns and objections to facilitate lead conversion.

- Collaborate with the sales and marketing teams to implement strategies for lead generation and conversion.

Insurance Policy Issuance:

- Guide clients through the application and underwriting process, ensuring all necessary documentation is completed accurately and efficiently.

- Keep clients informed about the status of their applications and provide timely updates throughout the issuance process.

Customer Service:

- Serve as a primary point of contact for existing clients, addressing inquiries, concerns, and policy-related questions promptly and professionally.

- Conduct regular follow-ups with clients to assess satisfaction, identify additional needs, and explore opportunities for upselling or cross-selling.

Relationship Building:

- Develop and maintain strong relationships with clients to foster long-term loyalty and retention.

- Attend networking events, conferences, and other industry gatherings to expand the company's network and generate potential leads.

Qualifications:

- Bachelor's degree in business, marketing, finance, or a related field.

- The successful candidate will play a crucial role in converting leads into insurance policy issuance while providing exceptional customer service.

- Excellent communication


- Interpersonal skills


- Customer-centric approach


- Strong negotiation


- Persuasion abilities.

- Knowledge of insurance products

Benefits:

- Excellent Incentive scheme and career Development options


Functional Areas: Other

Read full job description

What people at TheBirbal are saying

What TheBirbal employees are saying about work life

based on 1 employee
100%
100%
100%
Flexible timing
Rotational Shift
No travel
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TheBirbal Benefits

Work From Home
Job Training
Free Transport
Child care
Gymnasium
Cafeteria +6 more
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