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Relationship Manager - Direct Channel

1 - 6 years

1 - 4 Lacs

Guwahati Kolkata Cuttack

Posted:8 months ago

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Job Description

Join us as a Relationship Manager where you will be the face of the company for our direct customers. This role is perfect for a sales professional who excels at building long-term trust and providing financial solutions through a consultative approach.

Key Responsibilities:

  • Warm Lead Management:

    Efficiently manage and convert high-potential leads provided by the companys internal database.

  • Portfolio Growth:

    Upsell and cross-sell life insurance products to existing customers.

  • Client Advisory:

    Conduct financial need analysis for clients and recommend suitable insurance plans.

  • End-to-End Service:

    Hand-hold the customer from the first meeting through the documentation and medical process.

Who we are looking for:

  • Exp:

    1- 4 Years in BFSI (Banking, Insurance, NBFC, Broking).

  • Edu:

    Graduate in any stream (Mandatory).

  • Skills: Strong relationship-building skills and professional grooming.

The Perks:

  • Salary: 2.50 To 4.00 LPA Fixed + Performance-linked Incentives.
  • Support: 80% Lead support from the company.
  • Benefits: Full medical coverage + Term insurance + Conveyance.

More Information : 8849711957 || Drashti

Skills Required

banking sales loans banca bfsi cross sales insurance broking security direct recruitment casa sales nbfc mf agency broking life insurance cross selling fintech finance banking third party products team leadership demat insurance third party rm sip brokerage investment

Work Mode

Work from Office

Job Type

Full Time

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