Role & responsibilities

Generate new leads through references, networking and field activities

Meet prospective and existing clients to understand their financial needs

Promote and sell life insurance, Health insurance , General Insurance and Mutual Fund products

Build and maintain long term client relationship

Provide post sales service and portfolio review support

Achieve monthly and quarltely sales targets

Cross sell and up sell financial products to existing clients

Maintain accurate records of client interactions and transactions

Preferred candidate profile

3-5 years of experience in selling MF/LI/Health/GI products

Strong passion for sales and customer relationship management

Good communication and negotiation skills

Self motivated and target driven

Age group - 25-35 years preferred

Graduation mandatory

- Candidates residing in chennai and willing to travel to Adyar

Perks and benefits

Compensation will be best in the industry along with Sales Incentives + Annual Increment and other perks

Pay: ₹40,000.00 - ₹55,000.00 per month

Work Location: In person

📌 Relationship Manager - Insurance (Chennai)
🏢 Fouress Finserv
📍 Chennai