Relationship Manager

Job Title: Relationship Manager

Job Overview:

We are seeking a highly motivated and customer-oriented Relationship Manager to join our client's Life Insurance vertical. The ideal candidate will be responsible for managing client relationships, driving sales, and ensuring excellent after-sales service. This role requires strong interpersonal skills, field sales experience, and a proactive attitude to meet revenue targets and build long-term relationships.

• Acquire new customers through field visits, referrals, and cold calling.
  

• Promote and sell life insurance products tailored to client needs.
  

• Build and maintain strong, long-lasting client relationships.
  

• Ensure consistent follow-ups for policy renewals and client queries.
  

• Achieve monthly and quarterly sales targets.
  

• Conduct market research to identify new opportunities and customer needs.
  

• Maintain accurate records of leads, sales, and client interactions in the CRM.
  

• Educate clients on policy details, benefits, and claim processes.
  

• Attend regular training and review sessions to enhance product knowledge and sales techniques.
  

• Coordinate with internal teams to ensure smooth policy issuance and after-sales support.
  

Required Skills and Competencies:

• Proven track record in Life Insurance or financial services sales.
  

• Excellent communication and negotiation skills.
  

• Strong customer focus and ability to handle objections effectively.
  

• Self-motivated with a results-driven approach.
  

• Good understanding of insurance products, regulatory compliance, and sales practices.
  

• Basic computer literacy and familiarity with CRM tools.