Relationship Manager

Job Description

Conduct thorough financial needs analysis to understand clients’ goals, aspirations, and financial situations.

· Recommend suitable life insurance and investment products based on clients’ needs and risk tolerance.

· Educate clients on the features, benefits, and terms of various insurance and investment products

· Develop and maintain client relationships through regular follow-ups and personalized service.

· Stay updated on industry trends, product changes, and market conditions to provide accurate and timely advice.

Desired Candidate :

– Qualification : Graduation/Bachelor’s degree in any stream.

– Experience : 2 to 3 + Years of Experience in Field Sales and Marketing in any industry

– Local candidates hire first.

Kindly contact on :

HR || Hitesh || 7984895458