Roles and Responsibilities

- Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.

- Develop recent business opportunities by identifying potential customers and generating leads through various channels (Bancassurance, Direct Channel).

- Meet sales targets set by the company while maintaining high levels of customer satisfaction.

- Provide excellent service to clients by resolving their queries and concerns in a timely manner.

- Collaborate with internal teams to ensure seamless delivery of services.

Desired Candidate Profile

- 1-2 years of experience in bancassurance or direct channel sales life insurance products.

- Excellent communication skills for effective relationship management with clients.

- Strong understanding of general insurance, health insurance, motor insurance, home insurance, travel insurance, accidental insurance, group policies etc. .

- Ability to work independently with minimal supervision while meeting deadlines.

📌 Relationship Manager (Kollam)
🏢 Staffera
📍 Kollam