Relationship Manager

Pronoia Insurance Marketing

0 - 3 years

2 - 3 Lacs

tiruchirapalli

Posted:1 hour ago| Platform:

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Skills Required

insurance sales health insurance sales team handling mutual funds life insurance field sales general insurance sales loan sales investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Key Responsibilities:

Build and maintain long-term relationships with new and existing clients.
Understand client needs and recommend suitable products or services.
Achieve assigned sales, revenue, and customer retention targets.
Promote company products through cross-selling and upselling.
Conduct regular client follow-ups to ensure satisfaction and identify opportunities.
Resolve customer inquiries and complaints promptly and professionally.
Ensure all client activities comply with company policies and regulatory standards.
Coordinate with internal teams (operations, credit, marketing) for smooth service delivery.
Prepare and submit regular reports on client interactions, feedback, and sales performance.
Support marketing initiatives and client engagement activities to expand the customer base.

Preferred candidate profile

Bachelors degree in Business Administration, Marketing, Finance, or a related field.
1–3 years of experience in sales, customer service, or relationship management.
Excellent communication, interpersonal, and negotiation skills.
Strong customer service orientation and problem-solving ability.
Proficient in MS Office and CRM software.
Ability to work independently and within a team to meet goals.

More Jobs at Pronoia Insurance Marketing

Relationship Manager

tiruchirapalli

Experience: Not specified

INR 2 - 3 Lacs

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