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Relationship Manager - BFSI
Relationship Manager - BFSITERRAGIG LLP • , India
Relationship Manager - BFSI

Relationship Manager - BFSI

TERRAGIG LLP • , India
1 day ago
Job description

Description : Key Responsibilities

  • Deliver monthly business targets for insurance premiums and customer retention.
  • Drive direct sales acquisition, onboard new customers, and develop a consistent lead pipeline.
  • Manage end-to-end customer relationship, ensuring superior servicing and timely follow-ups.
  • Strengthen portfolio persistency through renewals, reinstatement initiatives, and proactive engagement.
  • Generate strong referral business through customer network building and relationship deepening.
  • Maintain process compliance, accurate documentation, and adherence to regulatory guidelines.

Required Skills & Competencies :

  • Strong relationship management, communication, and customer engagement skills.
  • Proven ability in sales conversion, negotiation, and closing.
  • Ability to build a reliable referral engine and manage multiple customer interactions.
  • Good understanding of insurance products, financial concepts, and market dynamics.
  • Self-driven, target-oriented, and comfortable working in a high-performance environment.
  • Who Should Apply :

  • Candidates with experience in BFSI sales, direct sales, field sales, or customer-facing roles.
  • Individuals with a strong customer orientation and a passion for achieving business targets.
  • Professionals aiming for career growth in a leading insurance organization.
  • Education : Postgraduate / MBA

    (ref : iimjobs.com)

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    Relationship Manager • , India

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