Relationship Manager

Job Description

Job Title : Relationship Manager

Location : Bangalore

Salary : ₹4 LPA (Fixed) + Lucrative Incentives

Experience Required : 1 to 3 years in Life Insurance Sales

Education : Graduate (Any Stream)

Age Limit : Up to 30 Years

Travel : Own two-wheeler with a valid driving license is mandatory

Joining : Immediate Joiners Preferred

Job Overview :

We are seeking a highly motivated and customer-oriented Relationship Manager to join our client's Life Insurance vertical. The ideal candidate will be responsible for managing client relationships, driving sales, and ensuring excellent after-sales service. This role requires strong interpersonal skills, field sales experience, and a proactive attitude to meet revenue targets and build long-term relationships.

Key Responsibilities :

Acquire new customers through field visits, referrals, and cold calling.

Promote and sell life insurance products tailored to client needs.

Build and maintain strong, long-lasting client relationships.

Ensure consistent follow-ups for policy renewals and client queries.

Achieve monthly and quarterly sales targets.

Conduct market research to identify new opportunities and customer needs.

Maintain accurate records of leads, sales, and client interactions in the CRM.

Educate clients on policy details, benefits, and claim processes.

Attend regular training and review sessions to enhance product knowledge and sales techniques.

Coordinate with internal teams to ensure smooth policy issuance and after-sales support.

Required Skills and Competencies :

Proven track record in Life Insurance or financial services sales.

Excellent communication and negotiation skills.

Strong customer focus and ability to handle objections effectively.

Self-motivated with a results-driven approach.

Good understanding of insurance products, regulatory compliance, and sales practices.

Basic computer literacy and familiarity with CRM tools.

Requirements

Good communication skills are essential. Must possess a Two Wheeler and a valid driving license.