Job Description

Job Title : Relationship Manager - Life InsuranceLocation : Kolkata and SiliguriEmployment Type : Full-TimeExperience Required : 2+ Years :We are seeking a highly motivated and customer-focused Relationship Manager to join our life insurance division. The ideal candidate will have a strong background in financial services and a passion for helping clients achieve their financial goals. You will be responsible for building and maintaining long-term relationships with clients, providing personalized insurance solutions, and ensuring high levels of customer satisfaction.Key Responsibilities :- Develop and maintain strong relationships with existing and potential clients.- Understand clients\' financial needs and provide tailored life insurance solutions to meet those needs.- Educate clients on various life insurance products and their benefits.- Conduct regular reviews of clients\' insurance portfolios and make necessary adjustments.- Achieve sales targets and contribute to the overall growth of the business.- Prepare and present sales proposals and policy recommendations.- Handle client inquiries, resolve issues, and ensure timely follow-ups.- Stay updated with industry trends, product knowledge, and regulatory changes.- Collaborate with internal teams to ensure seamless policy processing and customer service.Qualifications :- Bachelor\'s degree in Finance, Business, or a related field.- Proven experience as a Relationship Manager, Financial Advisor, or similar role in the life insurance or financial services industry.- Strong understanding of life insurance products and financial planning concepts.- Excellent communication, negotiation, and interpersonal skills.- Customer-oriented mindset with a proactive approach to problem-solving.Preferred Skills :- Experience in client relationship management within the life insurance sector.- Knowledge of local market trends and customer preferences.- Ability to analyze financial data and provide strategic recommendations. (ref:updazz.com)

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