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2.0 - 4.0 years

2 - 4 Lacs

Coimbatore, Tamil Nadu, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Patan - Gujarat, Gujrat, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Ujjain, Madhya Pradesh, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Chennai, Tamil Nadu, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Thane, Maharashtra, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Patna, Bihar, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Amaravati, Andhra Pradesh, Andhra Pradesh, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Vijayawada, Andhra Pradesh, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Indore, Madhya Pradesh, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Srinagar, Jammu & Kashmir, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 5.0 years

2 - 5 Lacs

Kashipur, Uttarakhand (Uttaranchal), India

On-site

Key Responsibilities Lead and manage a team of 10-15 Frontline Sales (FLS) individuals, fostering a high-performance culture. Drive business generation effectively through 20-30 PNB Branches within your allocated circle. Take full ownership of the targets allocated to the designated PNB Branches. Drive and motivate the bank branch staff alongside your FLS team to generate leads and log prospective applications. Conduct regular team meetings to align strategies, provide guidance, and motivate team members to achieve their individual and collective targets. Educate and motivate the team on contest roll-outs and provide timely updates on new products launched in the market. Build and maintain strong, collaborative relationships with business partners at the bank branches, promptly addressing their queries and concerns. Mandatory Qualifications Proven experience in a sales leadership or territory management role, preferably within the Bancassurance channel. Demonstrated ability to manage and motivate a sales team. Strong experience in driving business through channel partners, specifically banking alliances. Ability to achieve and exceed sales targets. Excellent communication, interpersonal, and motivational skills. Willingness to travel within the assigned territory covering Kashipur, Ghaziabad, Dehradun, and Bijnore. Preferred Qualifications Experience directly working with PNB branches or similar public sector banks. Knowledge of life insurance products.

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2.0 - 4.0 years

2 - 4 Lacs

Kolkata, West Bengal, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

1 - 2 Lacs

Hyderabad / Secunderabad, Telangana, Telangana, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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1.0 - 3.0 years

1 - 3 Lacs

Kashipur, Uttarakhand (Uttaranchal), India

On-site

We are seeking a dynamic and results-oriented Territory Manager - Bancassurance to lead and drive business growth through our banking channel partners. Based in Kashipur, Ghaziabad, Dehradun, or Bijnore , you will be responsible for managing a team of Frontline Sales (FLS) individuals, overseeing multiple bank branches, and ensuring the achievement of sales targets. This role requires strong leadership, excellent motivational skills, and the ability to build effective relationships with bank staff and your team to generate high-quality business. Key Responsibilities Lead and manage a team of 10-15 Frontline Sales (FLS) individuals, fostering a high-performance culture. Drive business generation effectively through 20-30 PNB Branches within your allocated circle. Take full ownership of the targets allocated to the designated PNB Branches. Drive and motivate the bank branch staff alongside your FLS team to generate leads and log prospective applications. Conduct regular team meetings to align strategies, provide guidance, and motivate team members to achieve their individual and collective targets. Educate and motivate the team on contest roll-outs and provide timely updates on new products launched in the market. Build and maintain strong, collaborative relationships with business partners at the bank branches, promptly addressing their queries and concerns. Mandatory Qualifications Proven experience in a sales leadership or territory management role, preferably within the Bancassurance channel . Demonstrated ability to manage and motivate a sales team. Strong experience in driving business through channel partners, specifically banking alliances. Ability to achieve and exceed sales targets. Excellent communication, interpersonal, and motivational skills. Willingness to travel within the assigned territory covering Kashipur, Ghaziabad, Dehradun, and Bijnore. Preferred Qualifications Experience directly working with PNB branches or similar public sector banks. Knowledge of life insurance products.

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2.0 - 6.0 years

2 - 6 Lacs

Ghaziabad, Uttar Pradesh, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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1.0 - 3.0 years

1 - 3 Lacs

Bilaspur, Uttar Pradesh, Uttar Pradesh, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Bijnor, Uttar Pradesh, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Delhi, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Dharamsala, Himachal Pradesh, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Delhi NCR, , India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Hooghly, West Bengal, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Kapurthala, Punjab, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Kanpur, Uttar Pradesh, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

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2.0 - 4.0 years

2 - 4 Lacs

Patiala, Punjab, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

Posted 1 month ago

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2.0 - 4.0 years

2 - 4 Lacs

Hoshiarpur, Punjab, India

On-site

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.

Posted 1 month ago

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