We are seeking a highly motivated and persuasive
Relationship Manager – Insurance
to join our Kolkata team. In this role, you will serve as a critical partner in safeguarding clients' financial futures. You will be responsible for driving the sales of both Life and General Insurance products, acting as a trusted advisor who matches individuals and families with the right protection solutions. The ideal candidate is a proactive networker with a robust sales drive and a genuine commitment to client care.
Key Responsibilities
Sales & Product Distribution:
Drive the end-to-end sales cycle for a comprehensive portfolio of Life, Health, and General Insurance products.
Lead Generation & Networking:
Proactively source current business prospects and build a robust pipeline through strategic networking, client referrals, and cold outreach.
Need-Based Advisory:
Conduct comprehensive financial and risk assessments for clients to recommend customized insurance solutions that align with their specific protection needs.
Target Achievement:
Consistently meet and exceed monthly and quarterly revenue targets while maintaining high conversion rates.
Client Servicing:
Build long-lasting trust by providing exceptional post-sale support, assisting with policy renewals, and guiding clients through the claims process.
What We Are Looking For
Experience:
A minimum of 1 year of proven experience in insurance sales, bancassurance, or direct financial product sales.
Industry Certifications:
Possessing a valid IRDAI (Insurance Regulatory and Development Authority of India) license is highly advantageous.
Sales Acumen:
A resilient, target-driven mindset with a demonstrated ability to close deals and navigate objections effectively.
Communication Skills:
Exceptional verbal communication and presentation skills, with the ability to explain complex policy term
📌 Relationship Manager – Insurance Kolkata Metropolitan Area
🏢 Cordial Solutions
📍 Kolkata Metropolitan Area
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