Relationship Manager

2 - 6 years

2 - 5 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Hybrid

Job Type

Full Time

Job Description

Key Responsibilities:

  • Cross-sell health insurance

    products to existing customers of other financial products (e.g., life insurance, loans, etc.).
  • Conduct

    field visits

    to meet clients at their home, workplace, or other locations.
  • Identify opportunities to

    upsell or bundle

    health insurance with other financial products.
  • Maintain good relationships with clients and provide post-sales service.
  • Achieve monthly and quarterly sales targets.
  • Ensure complete and accurate documentation.
  • Work closely with internal teams for policy issuance and customer support.

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Policybazaar logo
Policybazaar

Insurance

Gurgaon Haryana

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