Roles and Responsibilities
Manage relationships with high net worth individuals (HNIs) and corporate clients to generate revenue through various financial products such as insurance, investment, and lending services.
Identify recent business prospects by cross-selling third-party products and increasing sales volume across multiple channels.
Develop a deep understanding of client needs to provide tailored solutions that meet their requirements.
Collaborate with internal teams to resolve customer issues and improve overall service delivery.
Stay up-to-date on industry trends, regulatory changes, and competitor activity to maintain market knowledge.
📌 Priority Relationship Manager Karnataka
🏢 Sun Life
📍 Karnataka
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