Customer Relationship & Relationship Manager FROM Insurance Company

Role & responsibilities

POSITION - CUSTOMER RELATIONS & RELATIONSHIP MANAGER

Products/ Services : Lockers, Deposits, Mutual Funds

• Represent SFSL, its values and vision to all prospective customers and present our

services

• Acquire new customers for SFSL, and take accountability in handling their

investment portfolios including Lockers and Deposits

• Meeting Productivity targets as assigned by the Organization on month on month

basis.

• Cross-Sell and Up-Sell to existing clients

• Ensure that a comprehensive financial need analysis of customers is done & provide

the right investment solution based on the analysis.

• Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.

• Maintain customer relations & ensure post sale needs of customers are met.

• Ensure strict adherence to policies and procedures.

• Organize marketing activities or events to raise brand awareness.

Contact Person - Bharathi Raja HR

Contact No - 9597742089 (Call Me)

(Share Your Resume) bharathi.k@randstad.in

(Forward To Your Friends)

POSITION - RELATIONSHIP MANAGER

• Develop and manage a portfolio of SME clients for general insurance

products

• Achieve monthly, quarterly, and annual sales targets

• Identify cross-selling and upselling opportunities

• Conduct client meetings, presentations, and need-based product

recommendations

• Liaise with underwriting and claims teams for smooth client servicing

• Maintain accurate documentation and CRM updates

• Develop channel partnerships, brokers, or agency networks to support

SME acquisition

• Stay updated with IRDAI regulations, competitor products, and market

trends