Relationship Manager

A Leading Life Insurance Company is seeking an energetic Relationship Manager to expand market penetration across regional branch territories.

The Relationship Manager must combine proven direct sales capabilities with customer networking skills to generate life insurance business and drive revenue growth.

Key Responsibilities

• Drive retail sales of individual and group life insurance products to achieve monthly, quarterly, and annual business targets.
• Identify emerging commercial opportunities and onboard new customers through field visits, customer references, and direct networking.
• Build and maintain long-term consultative relationships with prospective policyholders and existing client accounts.
• Conduct structured face-to-face client advisory meetings to assess financial protection needs and recommend tailored policy solutions.
• Manage the end-to-end sales lifecycle, ensuring prompt proposal logging, underwriting coordination, and timely policy issuance.
• Deliver high customer satisfaction through proactive post-sales advisory, renewal premium reminders, and service follow-ups.
• Maintain sales pipeline reports, customer interaction trackers, and activity dashboards for management reviews.
• Ensure strict compliance with internal corporate sales governance codes and statutory IRDAI market conduct guidelines.

Requirements and Qualifications

• Graduate degree in any academic discipline from a recognized university.
• 1-5 Years of hands-on field sales, business development, or customer relationship management experience within BFSI.
• Prior working background in Life Insurance, General Insurance, Retail Banking, or NBFC distribution is highly preferred.
• Proven track record in direct customer acquisition, consultative selling, and achieving challenging sales milestones.
• Excellent verbal communication, customer handling, negotiation, and territory management skills; willingness to undertake local travel.