Relationship Manager

Key Roles and Responsibilities:

• Develop and maintain strong relationships with existing and prospective customers.
• Understand customers' financial goals and recommend appropriate life insurance plans.
• Generate new business through referrals, leads, and networking.
• Meet monthly, quarterly, and annual sales targets.
• Conduct regular follow-ups with customers for policy renewals and premium payments.
• Explain policy features, benefits, exclusions, and claim procedures clearly.
• Cross-sell and upsell additional insurance and financial products.
• Coordinate with underwriting and operations teams to ensure smooth policy issuance.
• Assist customers with policy servicing, endorsements, and claims support.
• Maintain accurate customer records and update CRM systems regularly.
• Stay updated on insurance products, industry regulations, and market trends.
• Ensure compliance with company policies and insurance regulations.
• Portfolio Management Services(PMS)

BIKE MANDATORY



IMMEDIATE JOINERS WILL BE MORE PREFERABLE

Contact Details:

Name : Vijay R

Designation : Assistant Branch Manager

Branch : Guindy

Contact No : +91 8438551673

Mail Id    : rvijay8084@gmail.com