Relationship Manager

Job Title: Relationship Manager

Location: Ellis bridge ahmedabad
Experience: 06Months –2 years
Industry: Insurance / BFSI
Employment Type: Full-time

Key Responsibilities:

• Increase lead generation by executing Below The Line (BTL) marketing activities and referral programs to build a strong prospect base.
• Maximize virtual engagement through digital and social media platforms to connect with qualified prospects.
• Conduct need-based selling by recommending appropriate insurance products based on customer profiles.
• Coordinate and assist customers throughout the policy issuance process to ensure a smooth experience.
• Perform timely and consistent follow-ups with prospects in the pipeline to drive closures.
• Maintain accurate and up-to-date records of all prospect interactions in the Lead Management System (LMS)/VYMO.
• Ensure adherence to procedural and documentation requirements for policy issuance.
• Monitor logged-in policies at the branch to expedite processing and ensure prompt issuance.
• Provide transparent and accurate product information to customers, building trust and credibility.

Key Skills:

• Strong communication and interpersonal skills
• Customer-centric approach with the ability to identify needs
• Proficient in CRM tools like LMS or VYMO
• Familiarity with digital and social media marketing for lead engagement
• Target-oriented mindset with excellent follow-up and negotiation skills
• Detail-oriented with good documentation and compliance handling

Qualifications:

• Bachelor’s degree in any discipline (preferably in Finance, Business, or Marketing)
• Prior experience in insurance, banking, or financial services is a plus

Job Types: Full-time, Permanent

Pay: ₹3.00 - ₹6.00 per year

Language:

• English (Preferred)

Work Location: In person

Speak with the employer
+91 6351788529