Relationship Executive - Sales - Insurance (2-5 yrs)
Job Description
A Relationship Executive works with banks and insurance companies to provide financial services to customers. They help customers understand their financial needs and recommend the best products.
Roles & Responsibilities:
- Understand a customer's financial goals and needs.
- Help customers to choose the best financial products for their needs.
- Maintain relationships with customers and bank staff.
- Cross-sell and up-sell products to bank customers.
- Work with bank staff to identify potential customers.
- Coach bank employees on sales techniques.
Qualification & Experience:
- A graduate degree is mandatory.
- Minimum 2 years in sales/marketing.
- Must be a resident or native of the area for 3+ years.
- Basic knowledge of insurance/banking operations.
- Strong communication & interpersonal skills.
For more information - Kindly contact us:
Ayushi Lad | HR Team
+91 84603 77032
