Lead Generation: Pitch life, health, and general insurance products to existing loan customers and walk-ins.
Portfolio Management: Maintain and grow a book of High Net-Worth (HNI) or retail clients by understanding their risk appetite and financial goals.
Cross-Selling & Upselling: Bundle insurance policies with other financial products like Home Loans, Loan Against Property (LAP), or Gold Loans.
Customer Retention: Ensure high renewal rates and handle any policy-related customer grievances or claims.
Compliance & Regulation: Ensure all sales adhere strictly to IRDAI (Insurance Regulatory and Development Authority of India) and NBFC guidelines.
📌 Relationship Manager Bengaluru (India)
🏢 Care Health Insurance
📍 India
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