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Relationship Manager

Bewealthy Consultants Private Limited

2 - 31 years

3 - 5 Lacs

Mumbai/Bombay

Posted:3 weeks ago| Platform: Apna logo

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Skills Required

service updating regulations

Work Mode

On-site

Job Type

Full Time

Job Description

· The candidate will be responsible for managing sales and relationships with clients, selling life and SME insurance products for the company. · The candidate will provide excellent customer service and ensure that clients have the necessary information to make informed decisions regarding life and SME insurance products. · Establish and maintain relationships with clients, both new and existing. This involves understanding client needs, offering advice, and providing solutions. · Sell life and SME insurance policies to clients, based on their specific needs and preferences. · Ensure that clients are satisfied with their life and SME insurance policies and the services they receive. This involves responding promptly to client queries and complaints and providing timely updates. · Maintain accurate records of client interactions, sales, and other activities. This includes updating client information and ensuring that all records are up-to-date. · Keep abreast of industry developments, including new products, regulations, and trends. · Collaborate with other team members, to ensure that clients receive a seamless service. · Ability to work independently and collaboratively to create Cross-sell and Upsell opportunities.

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Relationship Manager