Key Responsibilities Develop and maintain robust customer relationships. Understand customer financial needs and recommend suitable insurance products. Generate leads through references, walk-ins, telecalling, and digital channels.
Conduct customer meetings and explain policy features and perks. Achieve monthly sales and revenue targets. Follow up with prospective customers and convert leads into sales. Ensure timely policy documentation and application processing.
Provide excellent after-sales service and resolve customer queries. Maintain accurate customer records in CRM/HRMS. Stay updated with insurance products and market trends. Coordinate with internal teams for smooth policy issuance and customer support.
📌 Relationship Executive Chennai (India)
🏢 Cafsinfotech Private
📍 India
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