Relationship Manager - Life Insurance - Direct Channel

Roles & Responsibilities :

• Handle the existing portfolio of customers and renewals.
• Cross-sell and upsell life insurance products to loyal / retained customers.
• Build long-term customer relationships by providing excellent service.
• Achieve monthly / quarterly business targets.
• Work on company-provided customer database and generate additional references.
• Ensure compliance, documentation, and timely policy servicing.

Desired Candidate Profile :

Education

Bachelor Of Computer Application (B.C.A), Bachelors of Law (B.L / L.L.B), Bachelor of Commerce (B.Com), Bachelor of Dental Surgery (B.D.S), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Social Work (B.S.W), Bachelor of Music, Bachelor of Arts (B.A), Bachelor of Architecture (B.Arch), Bachelor of Health Science, Bachelor of Science (B.Sc), Bachelor of Interdisciplinary Studies, Bachelor Of Technology (B.Tech / B.E), Bachelor of Education (B.Ed), Bachelor of Music Education (B.M.E.), Bachelor of Liberal Arts (BLA / ALB), Bachelor in General Studies (BGS), Bachelor in Hotel Management (B.H.M), MBBS, Bachelor of Homeopathic Medicine and Surgery (BHMS), Bachelor of Business Administration (B.B.A), Bachelor of Applied Science (BAS), Bachelor Of Pharmacy (B.Pharm)

Skills Required

Insurance Sales, Agency Sales