We are looking for a Relationship Manager to join our team at Saggio Insurance Broking Private Limited.
Key Responsibilities:
· Client Engagement: Initiate outbound calls to potential clients, providing detailed information about various life insurance plans and assisting them in selecting the most suitable options.
· Data Management: Maintain accurate records of client interactions, follow-ups, and sales activities to ensure efficient tracking and reporting to get effective sales.
· Product Knowledge: Stay updated with comprehensive knowledge of insurance products, as well as basic understanding of related financial instruments · Follow-Up: Conduct timely follow-ups with clients to address queries, provide additional information, and facilitate the completion of the sales process.
· Meeting Coordination: Arrange meetings with clients when necessary to discuss insurance plans in detail and finalize sales.Job Requirements:
The minimum qualification for this role is Graduate and 0 - 6+ years of experience. The role requires excellent attention to detail, high level of accuracy, strong organizational skills, and the ability to manage multiple tasks efficiently. Candidates must be open to 6 days working during the Day shift.