Relationship Manager

Job Overview

We seek an energetic and goal-oriented Relationship Manager to lead insurance sales primarily via field sales engagements. Your role will focus on expanding the customer base, nurturing lasting relationships, and promoting insurance and banking products directly to clients.

Key Responsibilities

• Drive business growth through field sales efforts, including referrals and cold calls
• Market and sell Health and Term Insurance products to individuals
• Develop and sustain long-term relationships with customers to facilitate repeat business
• Assess clients' financial needs and suggest appropriate insurance solutions
• Meet or surpass prescribed sales targets related to life insurance and banking offerings
• Engage in customer meetings, presentations, and follow-ups at field locations
• Ensure documentation complies with organizational and regulatory standards
• Liaise with internal departments for policy processing and after-sales support

Required Qualifications and Skills

• Experience within NBFC, BFSI, or a B2C sales environment is advantageous
• Proven capability in field sales and direct customer acquisition
• Strong communication abilities coupled with excellent interpersonal skills
• Highly driven to achieve targets with a focused sales approach
• Basic understanding of financial products and insurance rules

Eligibility

• At least completion of 12th grade is required
• Must own a two-wheeler and possess a valid driving license

Why Join Us?

• Opportunity to work with one of India's leading insurance brands
• Clear progression path and compelling reward system
• Be part of a mission to provide insurance coverage to every Indian family