Relationship Manager - Wealth Channel YO HR Consultancy

3.0 - 7.0 years

0 Lacs

chennai, tamil nadu

On-site

You have the opportunity to join our team as an Insurance Agent with a minimum of 3 to 7 years of experience. The ideal candidate will be based in one of the following locations: Mumbai, Pune, Nasik, Ahmedabad, Baroda, Surat, Bengaluru, Delhi, Kolkata, or Chennai. As an Insurance Agent, your primary responsibility will be to engage with potential customers to generate new business. You will be tasked with selling, soliciting, differentiating, and negotiating various insurance plans to cater to the specific needs of your assigned or prospective customer base. Your ultimate aim will be to cultivate strong, positive relationships, drive growth, and enhance our firm's reputation. Key Responsibilities: - Develop effective marketing strategies and promote a wide range of insurance contracts, as well as suggest modifications to existing ones - Establish and nurture productive relationships to build a pool of potential clients through networking, cold calling, referrals, and other means - Assess the insurance requirements and financial status of businesses or individuals, and recommend suitable protection plans - Collaborate with clients to implement risk management strategies tailored to their risk profiles - Provide regular progress reports on monthly/quarterly initiatives to stakeholders - Maintain accurate bookkeeping systems, databases, and records - Monitor insurance claims to ensure satisfactory outcomes for all parties involved - Meet customer acquisition and revenue growth targets - Stay updated on industry trends and continuously expand your knowledge of new products and services Skills Required: - Proficiency in insurance contracts and client relationships - Strong communication and negotiation skills - Thorough knowledge of various insurance plans and products - Experience in cold calling and customer acquisition - Ability to develop and implement effective marketing strategies - Focus on client satisfaction and relationship building - Expertise in agency development and bookkeeping - Proficient in database management and sales techniques - Knowledge of risk management and wealth management principles - Ability to manage client relationships effectively through networking and communication If you have the necessary experience and skills to excel in this role, we encourage you to apply and be a part of our dynamic team.,

Posted 3 days ago

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