Relationship Manager - Insurance

1. Cultivate and nurture strong relationships with clients in the insurance sector.
2. Serve as a primary point of contact between the company and clients ensuring exceptional service.
3. Leverage a wellestablished network with Chartered Accountants (CAs) to identify and capitalize on business opportunities.
4. Provide specialized advice on insurance solutions tailoring offerings to align with client needs and goals.
5. Maintain strong relationships with existing clients ensuring their ongoing satisfaction and identifying opportunities for additional services.
6. Source and acquire new business through proactive outreach networking and collaboration with CAs.
7. Stay abreast of industry trends regulations and changes offering informed guidance to clients.
8. Exceed sales targets through adept relationship management and strategic initiatives.

1. Bachelors degree in a relevant field.
2. Proven 36 years of experience as a Relationship Manager in the insurance industry.
3. Robust network and connections with Chartered Accountants (CAs).
4. Indepth knowledge of insurance products regulations and market trends.
5. Exceptional communication interpersonal and negotiation skills.
6. Demonstrated success in achieving or surpassing sales targets.
7. Customercentric approach with a dedication to delivering outstanding service.

insurance,cas,accountants,business opportunities,communication,management,sales & marketing,relation management