Relationship Manager - CSB Channel (Life Insurance)- Kerala!

Edelweiss Life Insurance; Kannur, Thrissur, Kozhikode; On-site; INR 300,000 - 600,000; Full time

Job summary

Edelweiss Life Insurance in India seeks a dynamic insurance professional to develop and maintain strong relationships with existing clients, drive sales, and improve retention through cross-selling.

The role requires excellent communication, negotiation and problem-solving skills to resolve client issues, stay compliant with financial regulations, and analyze market trends to stay ahead in the competitive agency landscape.

Qualifications

• Experience in bancassurance, insurance, or related field
• Proven track record of selling life insurance via agency model
• Strong understanding of financial services regulations and compliance
• Excellent communication, negotiation and problem-solving skills

Responsibilities

• Develop and maintain strong relationships with existing clients to increase sales and retention rates.
• Identify new business opportunities through cross-selling insurance products to existing customers.
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
• Analyze market trends and competitor activity to stay ahead in the competitive agency landscape.

Skills

Client relations

Cross-selling

Communication

Negotiation

Problem-solving

Job description

Candidates with more than 1 month of notice period will not be considered.

Roles and Responsibilities :

• Develop and maintain strong relationships with existing clients to increase sales and retention rates.
• Identify new business opportunities through cross-selling insurance products to existing customers.
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
• Analyze market trends and competitor activity to stay ahead in the competitive agency landscape.

Job Requirements :

• 1-16 years of experience in bancassurance, insurance, or related field.
• Proven track record of success in selling life insurance policies through an agency model.
• Strong understanding of financial services industry regulations and compliance requirements.
• Excellent communication, negotiation, and problem-solving skills.