- We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction.
- Roles and Responsibilities
- Timely attend to all service appointments and ensure high-quality business is sourced consistently.
- Maintain persistency rates as per business targets.
- Accurately and timely update the status of all appointments and activities within the system.
- Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager.
- Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities.
- Consistently deliver on all parameters outlined in the individual Goal Sheet.
- Adhere strictly to all company policies and procedures, providing needs-based selling support to customers.
- Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager.
- Ensure a high level of persistency and provide outstanding customer service to all clients.
- Mandatory Qualifications
- Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry.
- Demonstrated ability to source quality business and maintain persistency.
- Strong communication and interpersonal skills, with a focus on building rapport and trust with clients.
- Excellent organizational skills and attention to detail for accurate system updates and reporting.
- Ability to work effectively as an individual contributor and a team player.
- Goal-oriented with a track record of consistently meeting or exceeding targets.
- High level of integrity and adherence to company policies.
- Preferred Qualifications
- Experience in the insurance sector, particularly with life insurance products.
- Bachelor's degree in Business, Finance, or a related field.
- Experience supporting sales teams and performing needs analysis.
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Senior Relationship Manager - Bilaspur, Uttar Pradesh - Pnb Metlife India Insurance Company Limited
Description
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Relationship Manager
Full time Pnb Metlife India Insurance Company Limited- Bilaspur, Uttar Pradesh
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Relationship Manager
Only for registered members Rudrapur, Uttarakhand, India
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Relationship Manager
Only for registered members Akbarpur
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Relationship Manager
Only for registered members Akbarpur
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Relationship Manager
Only for registered members Akbarpur
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Relationship Manager
Only for registered members Akbarpur
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Relationship Manager
Only for registered members Moradabad, Uttar Pradesh, India
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Relationship Manager
Only for registered members Haldwani (Kathgodam), Uttarakhand, India
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Relationship Manager
Only for registered members Moradabad
-
Relationship Manager
Only for registered members Moradabad, Uttar Pradesh, India
-
Relationship Manager
Only for registered members Haldwani, Uttarakhand, India
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Relationship Manager
Only for registered members Moradabad, Uttar Pradesh, India
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Relationship Manager
Only for registered members Moradabad
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Relationship Manager
Full time Dsp Investment Managers- Haldwani
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Relationship Manager
Only for registered members Haldwani
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Platinum Relationship Manager
Only for registered members Rudrapur, Uttarakhand, India
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Branch Relationship Manager
Only for registered members Moradabad, Uttar Pradesh, India
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Client Relationship Manager
Only for registered members Moradabad, Uttar Pradesh
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Relationship Manager – Business
Only for registered members Haldwani, Uttarakhand
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Relationship Manager(Moradabad)-NPS
Only for registered members Moradabad