Relationship Manager

JOB DESCRIPTION FOR RM:

A Relationship Manager in Insurance is responsible for managing client relationships, driving sales

of insurance products, ensuring customer satisfaction, and acting as a liaison between the client and

the insurance company. They play a key role in retaining policyholders and increasing cross-sell or

upsell opportunities.

Key Roles and Responsibilities

� 1. Client Relationship Management

 Build and maintain long-term relationships with clients (individuals or businesses).

 Serve as the single point of contact for customer queries and policy-related concerns.

 Regularly follow up with clients to ensure satisfaction and policy renewals.

� 2. Sales & Business Development

 Identify potential clients and generate leads through networking, referrals, and cold

calls.

 Promote and sell insurance products (life, health, auto, general, etc.) based on client

needs.

 Achieve sales targets and contribute to overall business growth.

� 3. Policy Advisory

 Understand the specific needs of clients and recommend suitable insurance policies.

 Explain product features, benefits, and terms clearly and transparently.

 Help clients with premium calculations and policy comparisons.

� 4. Claims Assistance

 Guide clients through the claims process, ensuring all documentation is in order.

 Coordinate with claims and underwriting teams to ensure timely settlement.

 Address and resolve claims-related issues or grievances.

� 5. Renewal and Retention Management

 Monitor policy expiry dates and proactively reach out for renewals.

 Offer better plans or add-ons to retain customers and avoid lapses.

 Implement customer retention strategies for high-value clients.

� 6. Market Intelligence & Reporting

 Keep updated on new insurance products, competitors, and market trends.

 Gather client feedback and report it to management to improve products or services.

 Maintain accurate records of customer interactions and sales pipelines.

� 7. Compliance and Documentation

 Ensure all client interactions and transactions comply with IRDAI regulations.

 Assist clients in completing and submitting necessary forms and documents.

• It is a Full Time Field Sales job for candidates with 0 - 5 years of experience.

More about this Relationship Manager job

1. What is the eligibility criteria to apply for this Relationship Manager job?
   Ans: The candidate should be Graduate and above and above with 0 - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹18000 - ₹30000 per month that depends on your interview. It's a Full Time job in Chennai.
3. How many working days are there for this Relationship Manager job?
   Ans: This Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Relationship Manager job and during the employment with the company, i.e., Fincover.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Manager role?
   Ans: There is an immediate opening of 3 Relationship Manager at Fincover
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Relationship Manager job?
   Ans: This Relationship Manager job has 09:30 AM - 06:30 PM timing.