Relationship Manager - Insurance

As a Relationship Manager - Insurance, your primary responsibility is to demonstrate a strong understanding and hands-on experience in both Life and Non-Life insurance products, including Health, Motor, and Personal Accident (PA) insurance. You are expected to build and maintain long-term relationships with clients by offering professional guidance, understanding their insurance needs, and providing appropriate product solutions that align with their financial goals. Additionally, you need to proactively drive business development through lead generation, upselling, and cross-selling of insurance products to meet or exceed monthly and quarterly sales targets. - Demonstrate expertise in both Life and Non-Life insurance products, including Health, Motor, and Personal Accident (PA) insurance - Build and maintain long-term client relationships by offering professional guidance and providing suitable insurance solutions - Drive business development through lead generation, upselling, and cross-selling of insurance products - Meet or exceed monthly and quarterly sales targets to contribute to overall revenue growth - Ensure regulatory compliance by obtaining the IRDAI Insurance Broking Certification or passing the certification exam immediately after joining - Provide accurate and customized insurance advice to clients, helping them compare options and choose the most suitable plans - Manage policy documentation, customer onboarding, policy issuance, renewals, and claims support with error-free execution - Collaborate with underwriters, insurers, and internal teams to ensure smooth policy issuance and timely service delivery - Stay updated with industry trends, competitor offerings, and regulatory changes to provide informed advice and maintain a competitive edge in the insurance market Qualifications Required: - Demonstrated expertise in Life and Non-Life insurance products - Strong client relationship management skills - Proven track record in sales and business development - Knowledge of regulatory compliance and certification requirements - Ability to provide accurate and customized insurance advice - Proficiency in documentation and process management - Experience in cross-functional coordination with underwriters, insurers, and internal teams - Market awareness and competitor analysis skills As a Relationship Manager - Insurance, your primary responsibility is to demonstrate a strong understanding and hands-on experience in both Life and Non-Life insurance products, including Health, Motor, and Personal Accident (PA) insurance. You are expected to build and maintain long-term relationships with clients by offering professional guidance, understanding their insurance needs, and providing appropriate product solutions that align with their financial goals. Additionally, you need to proactively drive business development through lead generation, upselling, and cross-selling of insurance products to meet or exceed monthly and quarterly sales targets. - Demonstrate expertise in both Life and Non-Life insurance products, including Health, Motor, and Personal Accident (PA) insurance - Build and maintain long-term client relationships by offering professional guidance and providing suitable insurance solutions - Drive business development through lead generation, upselling, and cross-selling of insurance products - Meet or exceed monthly and quarterly sales targets to contribute to overall revenue growth - Ensure regulatory compliance by obtaining the IRDAI Insurance Broking Certification or passing the certification exam immediately after joining - Provide accurate and customized insurance advice to clients, helping them compare options and choose the most suitable plans - Manage policy documentation, customer onboarding, policy issuance, renewals, and claims support with error-free execution - Collaborate with underwriters, insurers, and internal teams to ensure smooth policy issuance and timely service delivery - Stay updated with industry trends, competitor offerings, and regulatory changes to provide informed advice and maintain a competitive edge in the insurance market Qualifications Required: - Demonstrated expertise in Life and Non-Life insurance products - Strong client relationship management skills - Proven track record in sales and business development - Knowledge of regulatory compliance and certification requirements - Ability to provide accurate and customized insurance advice - Proficiency in documentation and process management - Experience in cross-functional coordination with underwriters, insurers, and internal teams - Market awareness and competitor analysis skills