Client Relationship Manager- BFSI

Job Description

An Client Relationship Manager- BFSI  is a client-centric professional who collaborates with individuals and businesses to assess their insurance needs and provide tailored policy solutions. This role emphasizes building long-term relationships, offering expert guidance, and ensuring clients have appropriate coverage to mitigate risks.

Key Responsibilities:

• Engage with prospective and existing clients to understand their insurance requirements and provide customized policy solutions
• Conduct thorough reviews of existing policies to identify coverage gaps and recommend enhancements
• Develop and maintain strong relationships with clients through regular communication and exceptional service.

Skills & Qualifications:

• Bachelor’s degree in any discipline.
• 2+ years of experience in sales and Marketing.
• The ideal age range is 24-40 years old.
• Strong communication, leadership, and negotiation skills.
• Goal-oriented with the ability to manage a team.

Salary & Benefits:

• Fixed salary + performance-based incentives.
• Training and career growth opportunities.
• Health and life insurance benefits.

For more information – Kindly Contact Us : Palak |HR| 9723104999