Job Description

Job Title:

Relationship Manager

Location:

Ellis bridge ahmedabad

Experience:

06Months -2 years

Industry:

Insurance / BFSI

Employment Type:

Full-time

Key Responsibilities:

Increase lead generation by executing Below The Line (BTL) marketing activities and referral programs to build a strong prospect base. Maximize virtual engagement through digital and social media platforms to connect with qualified prospects. Conduct need-based selling by recommending appropriate insurance products based on customer profiles. Coordinate and assist customers throughout the policy issuance process to ensure a smooth experience. Perform timely and consistent follow-ups with prospects in the pipeline to drive closures. Maintain accurate and up-to-date records of all prospect interactions in the Lead Management System (LMS)/VYMO. Ensure adherence to procedural and documentation requirements for policy issuance. Monitor logged-in policies at the branch to expedite processing and ensure prompt issuance. Provide transparent and accurate product information to customers, building trust and credibility.

Key Skills:

Strong communication and interpersonal skills Customer-centric approach with the ability to identify needs Proficient in CRM tools like LMS or VYMO Familiarity with digital and social media marketing for lead engagement Target-oriented mindset with excellent follow-up and negotiation skills Detail-oriented with good documentation and compliance handling

Qualifications:

Bachelor's degree in any discipline (preferably in Finance, Business, or Marketing) Prior experience in insurance, banking, or financial services is a plus
Job Types: Full-time, Permanent

Pay: ?25,000.00 - ?50,000.00 per month

Language:

English (Preferred)
Work Location: In person

Speak with the employer

+91 6351788529