Senior Wealth Relationship Manager

Shriram Life Insurance Company Ltd; Thuvakudi; On-site; INR 300,000 - 600,000; Full time

Job summary

Shriram Life Insurance Company Ltd in Thuvakudi, Tamil Nadu is seeking a dedicated Insurance Sales Executive to manage client relationships and achieve sales targets. The role involves developing new business opportunities by cross-selling various banking products, identifying potential customers for multiple insurance solutions, and collaborating with teams to enhance customer satisfaction.

The ideal candidate will have 1-6 years of relevant sales experience in the banking industry, a strong understanding of BFSI principles, and exceptional communication skills.

Qualifications

• 1-6 years of experience in direct channel sales or agency channel sales.
• Strong understanding of BFSI sales principles and practices.
• Excellent communication skills to build relationships with clients.

Responsibilities

• Manage relationships with existing clients to identify financial goals.
• Develop new business opportunities through cross-selling banking products.
• Identify potential customers for various insurance products.
• Meet or exceed monthly targets for client acquisition.
• Collaborate with internal teams to resolve issues and improve satisfaction.

Skills

Direct channel sales

Agency channel sales

BFSI sales principles

Communication skills

Job description

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
• Develop new business opportunities through cross-selling of banking products and services.
• Identify potential customers for life insurance, health insurance, general insurance, BFSI sales, and other relevant products.
• Meet or exceed monthly targets by acquiring new clients and increasing revenue growth.
• Collaborate with internal teams to resolve customer issues and improve overall customer satisfaction.

Desired Candidate Profile

• 1-6 years of experience in direct channel sales, agency channel sales, or similar roles in the banking industry.
• Strong understanding of BFSI sales principles and practices.
• Excellent communication skills with ability to build strong relationships with clients at all levels.