Manage relationships with existing clients to identify their insurance needs and provide tailored solutions.
Conduct field work, including visiting clients' homes or offices, to understand their requirements and preferences.
Sell life insurance products to new and existing customers through effective communication skills.
Identify cross-selling opportunities for other financial products such as mutual funds, health insurance, etc.
Maintain accurate records of client interactions, sales transactions, and product offerings.
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: General InsuranceRole: Relationship ManagerEmployement Type: Full time