Relationship Manager is responsible for acquiring new customers, maintaining relationships with existing customers, understanding their financial protection needs, and recommending suitable life insurance solutions. The role focuses on customer engagement, sales, and providing excellent service.
Key Responsibilities:
Generate business through company-generated leads and customer references.
Meet existing and prospective customers to understand their financial needs.
Recommend suitable life insurance products based on customer requirements.
Build and maintain long-term customer relationships.
Ensure timely follow-up and closure of sales opportunities.
Provide after-sales support and assist customers with policy-related queries.
Achieve assigned business objectives through ethical sales practices.
Maintain accurate customer records and update CRM systems.
Coordinate with branch teams to enhance customer experience.