Relationship Associate

Haridwarbn; Dehradun; On-site; INR 300,000 - 600,000; Full time

Job summary

FORTUNE SHAPERS in Dehradun, Uttarakhand is hiring a Relationship Associate to build and nurture client relationships in the banking and insurance space. You will assess client needs and offer tailored solutions in life and general insurance, while coordinating with the agency channel to deliver seamless service.

The role requires strong communication, a customer-centric mindset, and the ability to work independently or as part of a team.

Qualifications

• Experience in banking sales and insurance, with life and general insurance knowledge.
• Strong interpersonal and communication skills.
• Ability to work independently and in a team.
• Customer-centric approach and problem-solving.
• Familiarity with agency channels is a plus.

Responsibilities

• Develop and maintain relationships with clients in banking and insurance.
• Identify and pursue new business opportunities to grow the client base.
• Provide expert advice on life and general insurance products.
• Collaborate with the agency channel to improve service delivery.
• Conduct regular follow-ups to ensure client needs are met.
• Stay updated on industry trends and regulations.

Skills

Banking sales

Life insurance

General insurance

Agency channel

Relationship management

Job description

Relationship Associate Job in FORTUNE SHAPERS at Dehradun - Shine.comPosted By**FORTUNE SHAPERS**Actively HiringBe An Early Applicant# Relationship Associate15 hours agoFORTUNE SHAPERSLocationDehradun, HaridwarExperience2 to 7 YrsSalaryNot DisclosedTypeFull Time## Skills For This Role5 skillsbanking saleslife insurancegeneral insuranceagency channelrelationship associate## Job Description```We are seeking a motivated and dynamic Relationship Associate to join our team in Uttarakhand. The ideal candidate will have a strong background in banking sales and insurance, with a focus on life and general insurance products. As a Relationship Associate, you will be responsible for building and maintaining relationships with clients, understanding their financial needs, and providing tailored solutions to meet those needs. Key Responsibilities:- Develop and maintain strong relationships with clients in the banking and insurance sectors.- Identify and pursue new business opportunities to expand the client base.- Provide expert advice on life and general insurance products, ensuring clients are well-informed about their options.- Collaborate with the agency channel to enhance service delivery and client satisfaction.- Conduct regular follow-ups with clients to ensure their needs are met and to identify any additional opportunities for service.- Stay updated on industry trends and changes in regulations that may affect clients.Required Skills:- Proven experience in banking sales and insurance, particularly in life and general insurance.- Strong interpersonal and communication skills to effectively engage with clients.- Ability to work independently and as part of a team.- Excellent problem-solving skills and a customer-centric approach.- Familiarity with the agency channel and its operations is a plus.If you are passionate about building relationships and helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity as a Relationship Associate. Join us in making a difference in the lives of our clients while advancing your career in the banking and insurance industry.```Industry: BFSIDepartment: Field Sales Executive, Sales / BDFSFORTUNE SHAPERS