Relationship Manager - Insurance

Channels: Agency Direct Sales Banca Corporate Life insurance

If life insurance experience 2 yrs upto 5 LPA

Overview:

Key Responsibilities:

• Build and maintain strong relationships with clients in the insurance sector
• Assess clients insurance needs and offer suitable products and solutions
• Act as a primary point of contact for clients addressing inquiries and concerns
• Collaborate with internal teams to ensure seamless delivery of insurance services to clients
• Generate new business opportunities by identifying prospects and converting leads
• Develop and implement effective sales strategies to meet and exceed targets
• Conduct regular portfolio reviews with clients to assess and update their insurance coverage
• Stay updated on industry trends and changes in insurance policies and regulations
• Negotiate terms and conditions with clients to ensure mutually beneficial outcomes
• Handle and resolve client complaints or issues in a timely and efficient manner
• Prepare and present reports on sales performance pipeline and client feedback
• Participate in networking events and industry conferences to expand client base
• Adhere to compliance and regulatory standards in all client interactions and transactions
• Contribute to the development of marketing materials and campaigns to promote insurance products
• Provide guidance and support to junior team members if applicable

Required Qualifications:

• Bachelors degree in Business Finance Marketing or a related field
• Proven 1 year in LIfe insurance sales or a similar role within the financial industry.
• Strong knowledge of various insurance products and services
• Excellent understanding of customer relationship management and retention
• Outstanding communication and interpersonal skills
• Ability to analyze clients needs and recommend suitable insurance solutions
• Proven track record of meeting and exceeding sales targets
• Familiarity with industry regulations and compliance standards
• Exceptional negotiation and persuasion abilities
• Proficiency in using CRM software and other relevant tools
• Strong problemsolving and conflict resolution skills
• Organizational time management and multitasking abilities
• Certifications in insurance or related fields such as CIP would be advantageous
• Proactive and resultsdriven mindset with a focus on customer satisfaction
• Ability to work effectively both independently and as part of a team

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