Relationship Manager

Key Responsibilities

    This role requires a client-centric mindset, a deep understanding of financial concepts,
    investments, and markets, and the ability to build and maintain long-term client relationships.

●     Client Acquisition: Identify, approach, and acquire potential individual clients for various insurance products. Client Advisory and Investment Counselling.

●     Product Advisory: Understand customer needs and offer suitable insurance plans (Health, Life, Mutual Funds, Motor, Personal Accident, etc.)

●     Sales Execution: Convert leads into sales by presenting product features, benefits, and comparisons.

●     Relationship Management: Build and maintain long-term relationships with clients for renewals, upselling, and referrals.

●     Lead Management: Regular follow-ups with leads generated through internal teams, campaigns, or personal networks.

●     Customer Support: Provide excellent after-sales service and resolve customer queries promptly.

●     Reporting: Maintain accurate records of sales, leads, and client interactions through CRM or Excel.

●     Compliance: Ensure adherence to IRDAI and AMFI guidelines and company policies at all times.

●     Team Collaboration: Coordinate with the support and underwriting team to ensure seamless policy issuance and servicing.

👤 Candidate Requirements

●     Education:
 - XII std passed out with Maths subject preferred with atleast First Class.
 - Minimum Graduate in any stream (Finance/Commerce preferred)

●     Experience: 02-05 years in Insurance Sales or Financial Product Sales B2C.

●     Freshers are also welcomed, if they intend to seriously build their career in this stream.

●     Skills Required:

○       Strong interpersonal and communication skills,convincing skills and patience.

○       Customer-focused attitude with a consultative approach

○       Ability to work under targets and handle field as well as telephonic sales

○       Basic proficiency in MS Office and CRM systems

○       Good in Lead Generation and converting into final Sales.

○       Should be able to handle Pressure, Go-Getter attitude, Smart & Hard working.

●     Languages: Gujarati and Hindi (Mandatory); English (Preferred)

●       Gender: Males Only.

●     Preferred Background: Candidates from Insurance companies, Mutual Funds, Sales   B2C segment or financial service providers will be preferred first.

••••NISM V-A Mutual Fund Distributors Exam is compulsory to clear for this profile•••••••••••••••••

• It is a Full Time Field Sales job for candidates with 1 - 3 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 1 - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹18000 - ₹51000 per month + Incentives that depends on your interview. It's a Full Time job in Surat.
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., Pacifique Investments.
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 10 Relationship Manager at Pacifique Investments
7. Who can apply for this job?
   Ans: Only Male 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 AM timing.