We are looking for a Financial Relationship Manager to join our team at SFORCE. This role involves acquiring new clients and driving business growth, building relationships with customers, and achieving sales targets. Identifying leads, pitching products or services, and ensuring client satisfaction will be the main responsibility. The position offers an in-hand salary of ₹15,000 - ₹22,000 along with performance-based incentives and opportunities for career growth.
Key Responsibilities
Generate new business opportunities and achieve assigned sales targets.
Identify and approach potential customers through leads, references, and networking.
Understand customer needs and recommend suitable life insurance solutions.
Build and maintain strong relationships with customers and clients.
Conduct customer meetings, presentations, and follow-ups.
Generate leads and convert potential prospects into customers.
Maintain a strong customer database and ensure regular follow-up.
Provide excellent pre-sales and post-sales customer support.
Develop effective strategies to increase business and sales growth.
Achieve monthly, quarterly, and annual business targets.
Maintain proper records of sales activities and customer interactions.
Coordinate with internal teams for smooth policy processing and customer service.
Job Requirements:
The minimum qualification for this role is Graduate and 1 - 6+ years of experience. Strong communication skills, customer-centric approach, and ability to close deals are important for this profile. Proficiency in Lead Generation is an added advantage.