HR Recruiter at Tekpillar Services
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Relationship Manager - Direct Channel - Insurance (1-7 yrs)
The ideal candidate for a Relationship Manager should have excellent communication and interpersonal skills, be highly motivated, and have a strong understanding of financial planning and investment strategies.
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.
Requirements:
- Bachelor's degree in any field.
- Must have min 1 year Life Insurance Sales Experience
- Excellent communication and interpersonal skills.
- Good organizational and time management skills.
- Ability to handle multiple tasks and prioritize effectively.
Submit your application OR 8347115268
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