Relationship Manager

2 - 6 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Relationship Manager at Edelweiss Life Insurance, you will play a crucial role in developing and maintaining client relationships in the life insurance sector. Your responsibilities will include promoting and selling life insurance products, providing exceptional customer service, and achieving sales targets. You will be expected to develop and maintain strong client relationships, promote and sell life insurance products to individuals and businesses, and assess clients" insurance needs to present suitable options. Additionally, you will provide excellent customer service, address inquiries and concerns, and strive to meet and exceed sales targets and performance goals. Your role will also involve staying updated on industry trends and product knowledge, collaborating with underwriters and other internal teams, preparing and presenting reports on sales and client interactions, negotiating terms and closing sales deals, and handling policy renewals, amendments, and claims efficiently. You will be required to participate in networking events and community outreach, conduct market research to identify potential clients, adhere to regulatory and compliance standards, and contribute to the development of marketing strategies. Building a strong referral network and working towards business acquisition will be key aspects of your job. To qualify for this role, you should possess a Bachelor's degree in Business, Finance, Marketing, or a related field, along with proven experience in sales, particularly in the insurance industry. Strong knowledge of life insurance products and regulations, excellent communication and interpersonal skills, and the ability to understand and analyze clients" financial situations are essential. A track record of meeting and exceeding sales targets, professional certifications such as LOMA or CII, and a valid insurance agent license in the respective jurisdiction will be advantageous. Your ability to work independently and as part of a team, along with strong negotiation and problem-solving skills, will be crucial for success in this role. You should be highly organized, detail-oriented, adaptable to a fast-paced and dynamic environment, proficient in CRM software and the MS Office suite, and familiar with market research techniques and customer relationship management practices. Your skills in referral network building, regulatory compliance, relationship building, adaptability, communication, financial advisory, marketing strategies, policy management, networking, industry trends knowledge, and market research will be highly beneficial. Your expertise in client relationship management, sales, financial analysis, and problem-solving, paired with your insurance industry knowledge, will contribute to your success as a Relationship Manager at Edelweiss Life Insurance. This position is available in multiple locations across India, including Goa, Delhi NCR, Mysuru, Kolkata, Gurugram, Mumbai, Pune, Surat, Chennai, Hyderabad, Ahmedabad, Ghaziabad, Lucknow, Visakhapatnam, and many others. If you are ready to take on the challenge of being a Relationship Manager in the life insurance sector and possess the required qualifications and skills, we encourage you to apply and join our team at Edelweiss Life Insurance.,

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