Relationship Manager Insurance

Job Summary:

We are seeking a proactive and customer-focused Relationship Manager to manage and grow client relationships. The ideal candidate will ensure high customer satisfaction, identify business opportunities, and achieve sales and revenue targets while delivering exceptional service.

• Key ResponsibilitiesDevelop and maintain long-term relationships with new and existing clients.
• Understand customer needs and recommend suitable products or services.
• Acquire new customers through networking, referrals, and lead generation.
• Meet monthly, quarterly, and annual sales targets.
• Resolve customer queries and complaints promptly.
• Conduct regular follow-ups to improve customer satisfaction and retention.
• Cross-sell and upsell products based on customer requirements.
• Maintain accurate customer records in CRM systems.
• Stay updated on market trends, competitor activities, and industry developments.
• Prepare reports on sales performance and customer interactions.
• Required SkillsExcellent communication and interpersonal skills.
• Strong negotiation and persuasion abilities.
• Customer-oriented mindset with problem-solving skills.
• Sales and relationship-building expertise.
• Time management and organizational skills.
• Proficiency in CRM software and Microsoft Office.
• Ability to work independently and as part of a team.
• QualificationsBachelor's degree in Business Administration, Commerce, Marketing, Finance, or a related field.
• 1–5 years of experience in sales, customer relationship management, or banking/financial services (depending on the role).
• Relevant certifications (optional) may be an advantage.
• Key Performance Indicators (KPIs)Achievement of sales and revenue targets.
• Customer acquisition and retention rates.
• Customer satisfaction scores.
• Cross-selling and upselling performance.
• Portfolio growth and profitability.