Relationship Manager - BFSI

Description:

Key Responsibilities

- Deliver monthly business targets for insurance premiums and customer retention.

- Drive direct sales acquisition, onboard new customers, and develop a consistent lead pipeline.

- Manage end-to-end customer relationship, ensuring superior servicing and timely follow-ups.

- Strengthen portfolio persistency through renewals, reinstatement initiatives, and proactive engagement.

- Generate strong referral business through customer network building and relationship deepening.

- Maintain process compliance, accurate documentation, and adherence to regulatory guidelines.

Required Skills & Competencies:

- Strong relationship management, communication, and customer engagement skills.

- Proven ability in sales conversion, negotiation, and closing.

- Ability to build a reliable referral engine and manage multiple customer interactions.

- Good understanding of insurance products, financial concepts, and market dynamics.

- Self-driven, target-oriented, and comfortable working in a high-performance environment.

Who Should Apply:

- Candidates with experience in BFSI sales, direct sales, field sales, or customer-facing roles.

- Individuals with a strong customer orientation and a passion for achieving business targets.

- Professionals aiming for career growth in a leading insurance organization.

Education: Postgraduate / MBA