Relationship Manager- Bancassurance

3 - 8 years

3 Lacs

nagpur pune mumbai (all areas)

Posted:2 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role Overview

Key Responsibilities

  • Develop and maintain client relationships: Build trust and long-term partnerships with customers and agents.
  • Understand client needs: Assess health insurance requirements and recommend suitable products.
  • Drive sales performance: Achieve assigned sales targets and contribute to revenue growth.
  • Recruit and manage agents: Support agency channel by onboarding and mentoring insurance agents.
  • Handle queries and resolve concerns: Provide timely solutions to client issues to ensure satisfaction.
  • Prepare and deliver presentations: Communicate product features and benefits to clients and stakeholders.
  • Collaborate with internal teams: Work with underwriting, claims, and operations to ensure smooth service delivery.
  • Maintain accurate records: Document client interactions, transactions, and feedback for compliance and reporting.
  • Stay updated on industry trends: Keep abreast of new health insurance products, regulatory changes, and market developments.

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