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Relationship Manager @ Policybazaar

Home > BFSI, Investments & Trading - Other






 Relationship Manager

Job Description

Roles and Responsibilities

  • Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
  • Identify new business opportunities through lead generation, networking, and market research.
  • Develop and maintain a strong understanding of various financial products such as insurance, mutual funds, PMS, AIFs, structured products, etc.
  • Collaborate with internal teams to ensure seamless execution of client transactions and resolve any issues that may arise.
  • Meet or exceed monthly sales targets by consistently delivering high-quality service to clients.

Job Classification

Industry: Insurance
Functional Area / Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time

Contact Details:

Company: Policybazaar
Location(s): Kannur

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Keyskills:   Lead Generation Field Sales Direct Sales Insurance Sales

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₹ 1.5-3.5 Lacs P.A

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Policybazaar

CBNITS specializes in Software, IT, ERP, Cloud, Blockchain & Cybersecurity. We are a Great Place to Work-Certified‚® company with 400+ Expert-level Software Engineers, Cloud Engineers, Automation Engineers, Cybersecurity Experts, Blockchain Developers, Full-Stack Developers, Data Scientists, ...