We are seeking a motivated and energetic Relationship Executive to join our team in Kerala. The ideal candidate will be responsible for driving sales and client acquisition in the insurance sector, with a focus on mutual funds and CASA products. This role requires a proactive approach to building and maintaining client relationships, ensuring customer satisfaction, and achieving sales targets.

Key Responsibilities:
Develop and maintain solid relationships with clients to understand their financial needs and provide tailored insurance solutions.
Actively engage in client acquisition strategies to expand the customer base.
Promote and sell insurance products, including mutual funds and CASA, to meet sales objectives.
Conduct market research to identify new opportunities and stay updated on industry trends.




Collaborate with team members to enhance service delivery and improve client experiences.
Prepare and present sales reports to management, highlighting performance metrics and areas for improvement.

Required Skills:
Robust knowledge of insurance products and services.
Excellent sales and negotiation skills.
Ability to build rapport with clients and understand their needs.
Proficiency in communication and interpersonal skills.
Familiarity with mutual funds and CASA products is a plus.

If you are passionate about sales and client relationships and are looking for an opportunity to grow in the insurance industry, we encourage you to apply for this exciting role as a Relationship Executive.

📌 Relationship Executive Kochi (India)
🏢 Skywings Advisors Private
📍 India