Relationship Manager

Job Description

Company Description At Bandhan Life, we simplify life insurance to make it easy to understand, simple to buy, and straightforward to claim. Our team is empowered to pursue entrepreneurial passions, achieving success while continuously evolving and growing. Bandhan Life revolutionizes the future of life insurance in India by securing millions and enabling dreams, building trust and safety one policy at a time. Join us on this journey to a more secure tomorrow. Bandhan Life, formerly known as Aegon Life, remains your reliable partner in financial security. Role Description This is a full-time, on-site role for a Relationship Manager located in Surat. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, managing client portfolios, and providing personalized financial advice. Daily tasks will include reaching out to potential clients, conducting market research, organizing client meetings, and collaborating with cross-functional teams to deliver exceptional service and solutions to our clients. The Relationship Manager will also ensure client satisfaction and retention by addressing their needs and solving any issues that arise. Qualifications Communication and Interpersonal Skills: Excellent verbal and written communication skills, ability to build and maintain relationships Financial Acumen: Understanding of financial products and services, experience in providing financial advice Customer Service: Strong client service orientation, ability to address client needs and resolve issues promptly Organizational Skills: Ability to manage multiple client portfolios, organize meetings, and conduct market research Team Collaboration: Ability to work effectively with cross-functional teams Entrepreneurial Spirit: Self-motivated, proactive, and able to pursue and achieve success independently Relevant Experience: Prior experience in the insurance or financial services industry is a plus Educational Background: Bachelor’s degree in Finance, Business, Marketing, or a related field Show more Show less