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13/05 Heena
HR Recruiter at Tekpillar Services

Views:3 Applications:3 Rec. Actions:Recruiter Actions:0

Key Relationship Manager - Insurance (1-7 yrs)

Ahmedabad/Surat/Rajkot Job Code: 272280

To be successful in this role, you should have excellent communication and interpersonal skills, a strong sales background, and a deep understanding of the financial services industry.

Responsibilities:

- Relationship Managers are responsible for building strong relationships with their clients by understanding their financial goals and needs.

- They must proactively engage with clients to address their concerns and provide regular updates on their investments.

- Relationship Managers are expected to have a thorough understanding of various investment products and financial planning strategies.

- They must use this knowledge to provide personalized investment advice to clients that aligns with their financial goals and risk tolerance.

- Relationship Managers are expected to meet sales targets set by the company.

- This involves identifying new business opportunities, cross-selling additional products to existing clients, and ensuring customer satisfaction.

- Relationship Managers are responsible for monitoring client portfolios and making investment recommendations as needed.

Eligibility Criteria-

- Minimum 1 year experience in Life sales

- Good communication skill

- Any graduate

- Age: - Max 33 year

Skills Required-

- Self-Driven & Dynamic

- Pleasant personality

- Effective communication with good

- presentation & convincing skill

- Proactive and problem-solving skills

Interested candidates can at - 8347115268

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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