Relationship Manager – Direct channel

Anand Vihar Railway Station, Block D, Anand Vihar, Delhi, India

February 20, 2024

₹275000 - ₹400000 / year

Application deadline closed.

Roles and responsibilities :

Research and source potential clients and build long-term relationships with them.
Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products.
Advise clients on the insurance policies that best suit their needs.
Customize insurance programs to suit individual clients.
Deliver approved policies to new clients and explain the benefits and risks of the policy.
Re-assess the policy needs of existing clients after life-changing events.
Fill out and submit applications, issue quotes, maintain client records, and prepare reports.

Must have: