About the Role:
We are seeking a dynamic and confident Relationship Manager with 23 years of experience in selling retail health and life insurance to senior corporate professionals. The ideal candidate should have a consultative sales approach and the ability to build trust-based relationships with CXO-level clients.
This role involves high-level client interaction, portfolio advisory, and cross-selling opportunities within the insurance domain.
Key Responsibilities:
- Meet and engage with CXO-level and senior management professionals to understand their personal and family insurance needs.
- Conduct detailed portfolio reviews and provide consultative solutions across health and life insurance products.
- Develop and maintain long-term client relationships through exceptional service and consistent follow-ups.
- Coordinate with internal teams and insurers for smooth policy issuance, renewals, and claim servicing.
- Achieve monthly and quarterly business targets through new client acquisition and portfolio enhancement.
- Represent the organization in a highly professional and presentable manner at client meetings and events.
Skills Required:
- Excellent verbal and written communication skills.
- Strong interpersonal and relationship-building ability.
- Highly presentable and confident in CXO-level interactions.
- Consultative sales mindset with focus on client satisfaction.
