Relationship Manager - Direct Channel

ConfidentialChennai

4 days ago

Job description

Role And Responsibilities

Promote and sell life insurance policies to prospective clients through direct channels
Understand client needs and recommend suitable insurance products
Build and maintain relationships with clients to ensure customer satisfaction and retention
Provide excellent customer service by addressing client inquiries and resolving any issues
Meet and exceed sales targets and contribute to the overall growth of the organization
Stay updated with industry trends, product knowledge, and regulatory requirements

Candidate Qualifications

Previous Sales Experience : Proven success in a sales role, preferably in insurance or financial services. Experience in life insurance sales is highly desirable.

Excellent Communication Skills : Strong verbal and written communication skills to effectively present information, listen actively, and respond to client inquiries.

Interpersonal Skills : Ability to build rapport, establish trust, and maintain long-term relationships with clients. Good negotiation and persuasion skills are essential.

Self-Motivated : Demonstrated ability to work independently, set goals, and achieve targets. Proactive and driven to succeed in a competitive sales environment.

Ethical Conduct : Adherence to high ethical standards, maintaining client confidentiality, and following regulatory guidelines.

Knowledge of Insurance Products : Familiarity with various types of life insurance policies, their features, and benefits. Understanding of underwriting principles and risk assessment is an advantage.

Computer Proficiency : Basic knowledge of computer systems, including proficiency in using customer relationship management (CRM) software, Microsoft Office, and online communication tools.

Skills Required

Client Management, Sales Strategy, crm software, Data Analysis, Negotiation Skills, Market Research

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Relationship Manager • Chennai