Relationship Manager - Insurance (Direct Channel)

Fouress Finserv Llp; Chennai District; On-site; INR 300,000 - 600,000; Full time

Benefits offered by this job

Competitive pay

Sales incentives

Annual increment

Job summary

Fouress Finserv Llp in Chennai seeks an energetic sales professional to drive life, health, general insurance and mutual fund product sales. You will generate leads, meet clients to assess financial needs, and promote cross-sell opportunities while maintaining strong client relationships.

The role requires 3-5 years in financial product sales, excellent communication, and a target-driven mindset with willingness to travel to Adyar.

Qualifications

• 3-5 years of experience in selling MF/LI/Health/GI products
• Strong passion for sales and customer relationship management
• Good communication and negotiation skills
• Self motivated and target driven
• Age group - 25-35 years preferred
• Graduation mandatory
• Candidates residing in Chennai and willing to travel to Adyar

Responsibilities

• Generate new leads through references, networking and field activities
• Meet prospective and existing clients to understand their financial needs
• Promote and sell life insurance, Health insurance, General Insurance and Mutual Fund products
• Build and maintain long term client relationship
• Provide post sales service and portfolio review support
• Achieve monthly and quarterly sales targets
• Cross sell and up sell financial products to existing clients
• Maintain accurate records of client interactions and transactions

Skills

Sales

Communication

Negotiation

Customer Relationship

Education

Graduation

Job description

Role & responsibilities

• Generate new leads through references, networking and field activities
• Meet prospective and existing clients to understand their financial needs
• Promote and sell life insurance, Health insurance , General Insurance and Mutual Fund products
• Build and maintain long term client relationship
• Provide post sales service and portfolio review support
• Achieve monthly and quarltely sales targets
• Cross sell and up sell financial products to existing clients
• Maintain accurate records of client interactions and transactions

Preferred candidate profile

• 3-5 years of experience in selling MF/LI/Health/GI products
• Strong passion for sales and customer relationship management
• Good communication and negotiation skills
• Self motivated and target driven
• Age group - 25-35 years preferred
• Graduation mandatory
• Candidates residing in chennai and willing to travel to Adyar

Perks and benefits

Compensation will be best in the industry along with Sales Incentives + Annual Increment and other benefits