Relationship Manager

ICICI Life Insurance Limited; Dadri; Sur place; INR 350 000 - 550 000; Plein temps

Résumé du poste

ICICI Life Insurance Limited in Noida is seeking a Relationship Manager to build long-term customer relationships and identify suitable life insurance and investment solutions.

The role involves meeting clients, explaining product features, assisting with policy applications, and ensuring timely follow-up and service resolution.

Qualifications

• Strong customer relationship management and client servicing skills.
• Sales and business development abilities, including prospecting, need-based selling, and achieving targets.
• Effective communication and interpersonal skills, with proficiency in explaining financial products clearly.
• Basic understanding of life insurance, investments, and personal finance; prior insurance or banking experience is advantageous.
• Good organizational and time-management skills, with attention to documentation and processes.

Responsabilités

• Build and maintain long-term relationships with customers.
• Meet existing and potential customers to explain product features and benefits.
• Assist with policy applications and ensure timely follow-up and service resolution.
• Coordinate with internal teams for policy issuance and servicing.
• Track sales targets and prepare reports; maintain accurate customer records in compliance with processes.

Connaissances

Relationship management

Sales & business development

Communication skills

Life insurance knowledge

CRM tools

MS Office

Formation

Graduate degree

Outils

CRM software

MS Office

Description du poste

Company Description

ICICI Life Insurance Limited (formerly ICICI Prudential Life Insurance Company Limited) is one of India’s leading private sector life insurance providers. The organization focuses on helping customers secure their families and achieve long-term financial goals through a wide range of products, including term, wealth, child education, and retirement plans. ICICI Life is known for innovative products and services, strong customer commitment, and values-driven operations, which have earned numerous industry awards. Flagship offerings such as the Life Cover Plan iProtect Smart have been recognized for innovation, reinforcing the company’s notable position in the life insurance sector. The company continues to grow and evolve, offering career opportunities for individuals who want to contribute to responsible financial protection and planning.

Role Description

The Relationship Manager role is a full-time, on-site position based in Noida. The Relationship Manager is responsible for building and maintaining long-term relationships with customers, understanding their financial protection needs, and recommending suitable life insurance and investment solutions. Daily activities include meeting existing and potential customers, explaining product features and benefits, assisting with policy applications, and ensuring timely follow-up and service resolution. The role also involves coordinating with internal teams for policy issuance and servicing, tracking sales targets, preparing reports, and maintaining accurate customer records in compliance with company processes. The Relationship Manager is expected to uphold the organization’s customer-centric values, maintain high ethical standards, and contribute to business growth through quality customer engagement.

Qualifications

• Strong customer relationship management and client servicing skills, with the ability to build trust and long-term engagement.
• Sales and business development abilities, including prospecting, need-based selling, and achieving assigned targets in financial services or related sectors.
• Effective communication and interpersonal skills, with proficiency in explaining financial products in clear, simple language.
• Basic understanding of life insurance, investments, and personal finance; prior experience in insurance or banking is an advantage.
• Good organizational and time-management skills, with attention to detail in documentation, policy processes, and record keeping.
• Comfort with using CRM tools, MS Office, and digital platforms for customer interaction and reporting.
• Minimum educational qualification: Graduate degree in any discipline; a degree in finance, commerce, or business is preferred.
• Ability to work on-site in Noida, adapt to a dynamic, target-oriented environment, and adhere to regulatory and company compliance standards.