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21/01 Vinod Choudhary
Sales Head at TheBirbal

Views:5 Applications:2 Rec. Actions:Recruiter Actions:2

Relationship Manager/Senior Relationship Manager - Sales - BFSI (1-5 yrs)

Patna/Delhi NCR Job Code: 360644

Company Overview:

A dynamic and customer-centric insurance provider committed to delivering unparalleled service and comprehensive coverage to our clients. We are seeking a highly motivated and results-driven Relationship Manager to join our team. The successful candidate will play a crucial role in converting leads into insurance policy issuance while providing exceptional customer service.

Key Responsibilities:

Lead Conversion:

- Proactively engage with leads generated through various channels, including but not limited to, digital marketing, referrals, and walk-ins.

- Build and nurture strong relationships with potential clients to understand their insurance needs and provide customized solutions.

- Present and explain insurance products effectively, addressing any concerns and objections to facilitate lead conversion.

- Collaborate with the sales and marketing teams to implement strategies for lead generation and conversion.

Insurance Policy Issuance:

- Guide clients through the application and underwriting process, ensuring all necessary documentation is completed accurately and efficiently.

- Collaborate with underwriting and processing teams to expedite policy issuance while maintaining a high standard of accuracy.

- Keep clients informed about the status of their applications and provide timely updates throughout the issuance process.

Customer Service:

- Serve as a primary point of contact for existing clients, addressing inquiries, concerns, and policy-related questions promptly and professionally.

- Conduct regular follow-ups with clients to assess satisfaction, identify additional needs, and explore opportunities for upselling or cross-selling.

- Collaborate with the customer service team to enhance overall customer experience and resolve issues in a timely manner.

Relationship Building:

- Develop and maintain strong relationships with clients to foster long-term loyalty and retention.

- Attend networking events, conferences, and other industry gatherings to expand the company's network and generate potential leads.

- Actively seek feedback from clients to improve service delivery and contribute to the continuous improvement of our products and processes.

Qualifications:

- Bachelor's degree in business, marketing, finance, or a related field.

- Proven 1-5 yrs experience in sales preferably in the insurance or financial services industry.

- Excellent communication and interpersonal skills.

- Strong negotiation and persuasion abilities.

- Knowledge of insurance products and underwriting processes.

- Customer-centric approach with a focus on delivering exceptional service.

Benefits:

- Excellent Incentive scheme and career Development options

If you are a motivated and results-oriented individual with a passion for building client relationships and driving business growth, we invite you to apply for this exciting opportunity.

Salary - Upto 5 Lac LPA

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