Relationship Manager (Service to Sales)

• Manage and strengthen relationships with an allocated portfolio of existing customers.
• Act as the single point of contact for all customer queries, service requests, and complaints.
• Identify customer financial goals and provide suitable insurance and financial planning solutions.
• Conduct regular customer appointments and interactions based on campaign-driven databases.
• Analyze market trends and competition to offer professional and customized advice.
• Drive cross-sell and up-sell initiatives within the assigned customer base.
• Ensure customer retention and persistency of policies through regular engagement.
• Support licensing and compliance processes as per organizational standards.
• Contribute to team development initiatives (subject to performance and assessment).

Communication Skills
Ability to articulate ideas clearly and persuasively, both verbally and in writing, to diverse audiences.

‍ Sales Acumen
Proven ability to identify leads, build rapport, negotiate effectively, and close deals to achieve revenue targets.

‍ Basic Computer Proficiency
Comfortable using Microsoft Office Suite (Word, Excel, PowerPoint) and familiar with email and internet navigation.

‍ Team Building
Ability to foster positive relationships and work effectively with cross-functional teams to achieve shared goals.

‍ Leadership
Capacity to take initiative, inspire others, and guide projects to successful completion.

• Provident Fund (PF)
• Performance Bonus
• Sales Incentives
• Rewards & Recognition Programs