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Relationship Manager - Direct Channel

Relationship Manager - Direct Channel

ConfidentialBengaluru / Bangalore
7 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

    Sales, Relationship Management, Negotiation, Persuasion, Client Servicing

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