Financial Relationship Manager

1 - 5 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Financial Relationship Manager at a leading Life Insurance Company in Ahmedabad, your role involves maintaining strong client relationships, identifying client financial needs, driving sales through lead generation, presentations, and prompt service, collaborating with internal teams to improve service, and meeting business goals while ensuring compliance with company policies and regulatory requirements. Key Responsibilities: - Client Relationship Management: Maintain strong client relationships and ensure high customer satisfaction. - Needs Assessment: Identify client financial needs and recommend suitable insurance solutions. - Sales and Service: Drive sales through lead generation, presentations, and prompt service. - Coordination: Collaborate with internal teams to improve service and meet business goals. - Compliance: Follow company policies and meet all regulatory requirements. Qualification Required: - Minimum of 1 year of experience in life insurance is a must.,

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