Senior Relationship Manager

Girnar Insurance Brokers; Delhi, Mumbai; On-site; INR 450,000 - 750,000; Full time

Job summary

Girnar Insurance Brokers in Delhi is seeking a field-focused role to meet customers, assess insurance and financial needs, and offer life insurance and related products. You will build long-term relationships and drive revenue through direct interactions and proactive follow-ups.

The position emphasizes meeting monthly targets, guiding customers through the sales process, and maintaining CRM data with adherence to processes and regulatory requirements.

Responsibilities

• Meet customers to understand their insurance and financial protection needs.
• Recommend and sell suitable life insurance products based on customer requirements.
• Identify opportunities to offer other insurance and subsidiary products to meet customers' broader financial needs.
• Build and maintain strong, long-term relationships with customers.
• Generate business through direct customer interactions and sales activities.
• Achieve assigned monthly sales and revenue targets.
• Follow up with prospects, manage the sales pipeline, and ensure timely conversion.
• Provide customers with product information and support throughout the sales process.
• Maintain accurate customer and sales information in the CRM.
• Ensure adherence to company processes, sales guidelines, and regulatory requirements.

Job description

Role & responsibilities

• Meet customers to understand their insurance and financial protection needs.
• Recommend and sell suitable life insurance products based on customer requirements.
• Identify opportunities to offer other insurance and subsidiary products to meet customers' broader financial needs.
• Build and maintain strong, long-term relationships with customers.
• Generate business through direct customer interactions and sales activities.
• Achieve assigned monthly sales and revenue targets.
• Follow up with prospects, manage the sales pipeline, and ensure timely conversion.
• Provide customers with product information and support throughout the sales process.
• Maintain accurate customer and sales information in the CRM.
• Ensure adherence to company processes, sales guidelines, and regulatory requirements.