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STAFFIK SERVICO LLP

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Insurance Relationship Manager

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Description

We are seeking a motivated and dynamic Insurance Relationship Manager to join our team in Maharashtra. The ideal candidate will be responsible for driving sales and building strong relationships with clients in the insurance sector. This role requires a proactive approach to identifying customer needs and providing tailored insurance solutions that meet those needs. Key Responsibilities: - Develop and maintain relationships with clients to understand their insurance needs and provide appropriate solutions. - Achieve sales targets through effective cross-selling and upselling of insurance products. - Collaborate with the bancassurance and agency sales teams to maximize sales opportunities. - Conduct market research to identify new sales opportunities and stay updated on industry trends. - Provide exceptional customer service and support to clients throughout the insurance process. - Prepare and present sales reports to management, highlighting performance metrics and areas for improvement. Required Skills: - Strong knowledge of CASA sales, bancassurance sales, and channel sales. - Excellent communication and interpersonal skills to build rapport with clients. - Ability to work independently and as part of a team in a fast-paced environment. - Proven track record in sales, preferably in the insurance or financial services sector. - Familiarity with wealth management and retail sales strategies. - Strong analytical skills to assess client needs and recommend suitable products. If you are passionate about sales and have a strong background in insurance, we encourage you to apply for this exciting opportunity to grow your career as an Insurance Relationship Manager.
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