Relationship Manager

Staffera; Kollam, Chennai District; On-site; INR 200,000 - 300,000; Full time

Job summary

Staffera in Kerala, Kollam is seeking an insurance sales professional to manage client relationships and tailor financial protection plans.

You will identify prospects through bancassurance and direct channels, hit sales targets, and collaborate with internal teams to ensure smooth delivery. The role requires 1-2 years in bancassurance or direct channel sales.

Strong communication and the ability to work independently under deadlines are essential for success.

Qualifications

• 1-2 years of bancassurance or direct channel sales experience in life insurance.
• Excellent communication skills for client relationships.
• Knowledge of general, health, motor, home, travel, accidental and group insurance policies.

Responsibilities

• Manage relationships with existing clients to identify financial goals and tailor insurance solutions.
• Develop new business opportunities by generating leads through Bancassurance and Direct Channel.
• Meet sales targets while maintaining high customer satisfaction.
• Provide timely service by resolving client queries and concerns.
• Collaborate with internal teams to ensure seamless service delivery.

Skills

Communication skills

Independent work

Job description

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.


• Develop new business opportunities by identifying potential customers and generating leads through various channels (Bancassurance, Direct Channel).


• Meet sales targets set by the company while maintaining high levels of customer satisfaction.


• Provide excellent service to clients by resolving their queries and concerns in a timely manner.


• Collaborate with internal teams to ensure seamless delivery of services.

Desired Candidate Profile

• 1-2 years of experience in bancassurance or direct channel sales life insurance products.


• Excellent communication skills for effective relationship management with clients.


• Strong understanding of general insurance, health insurance, motor insurance, home insurance, travel insurance, accidental insurance, group policies etc. .


• Ability to work independently with minimal supervision while meeting deadlines.