Relationship Manager

Role & responsibilities

• Achieve Sales Targets : Meet business goals based on
• Annualized Premium (ANP) and case count
• Customer Acquisition : Generate new leads via natural market, referrals, and the orphan base
• Client Meetings : Conduct regular meetings to understand client needs and offer suitable insurance solutions
• Need-Based Selling : Ensure appropriate solutions through a structured selling model
• Upselling & Cross-Selling : Maximize revenue through existing customer base
• Post-Sales Service : Resolve queries and ensure timely policy issuance
• Customer Engagement : Maintain regular touchpoints and strong relationships with clients
• Collaboration : Coordinate with supervisors to plan and execute business strategies
• Sales Forecasting : Design and evaluate innovative sales strategies
• Database Management : Maintain and grow your customer database in your designated territory
• ISMS Compliance : Follow security protocols to safeguard customer and company data

Mandates-

Perks and Benefits-