Recruiter at Sudero Advisor and Consultancy
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Relationship Manager - Sales - BFSI (1-3 yrs)
Job Description :
We are looking for a highly motivated and customer-focused Relationship Manager to join our team at [Insurance Company Name]. The ideal candidate will be responsible for building and nurturing strong, long-term relationships with clients, driving sales, and ensuring customer satisfaction. This role combines customer relationship management with sales targets, making it essential to balance both aspects to drive success.
Key Responsibilities :
- Client Acquisition : Identify and acquire new individual and corporate clients for various insurance products (life, health, general, etc.).
- Relationship Building : Develop and maintain long-term relationships with clients, offering tailored insurance solutions based on their needs and financial goals.
- Achieving Sales Targets : Consistently meet or exceed sales targets for new business, renewals, and cross-sell opportunities.
- Consultative Selling : Understand clients' needs through detailed discussions and provide expert advice on suitable insurance policies.
- Customer Retention : Focus on client satisfaction, resolve queries or concerns, and handle complaints effectively to retain clients.
- Policy Servicing : Assist clients with the policy documentation process, claim filing, renewals, and other related services.
