Relationship Manager

Role Overview

• Manage and grow relationships with high-value customers and key partners
• Drive life insurance sales while ensuring excellent customer experience
• Act as a trusted advisor for long-term financial planning solutions

Key Responsibilities

• Develop and maintain strong relationships with HNI/priority customers and channel partners
• Identify customer needs and recommend suitable life insurance and investment products
• Achieve assigned sales targets for new business, renewals, and cross-selling
• Manage end-to-end sales cycle: lead generation, presentations, closures, and follow-ups
• Support partners (agents, banks, brokers) with product training and sales strategies
• Ensure timely policy issuance, renewals, and resolution of customer queries
• Monitor portfolio performance and take corrective actions to improve persistency
• Ensure compliance with IRDAI guidelines and company policies
• Coordinate with internal teams (underwriting, operations, claims) for smooth service delivery
• Track market trends and competitor activities to identify growth opportunities