
We are looking for a dynamic and customer-focused Relationship Manager to build long-term relationships with clients, understand their financial protection needs, and provide suitable life insurance solutions.
Responsibilities:
Develop and maintain strong relationships with new and existing customers
Understand client financial needs and recommend suitable life insurance products
Generate business through personal network, references, and leads
Conduct client meetings and presentations
Ensure smooth documentation and policy issuance process
Provide after-sales service and resolve client queries
Maintain regular follow-ups for renewals and cross-selling opportunities
Coordinate with internal teams for faster case processing
Ensure compliance with company and regulatory guidelines