Description
We are seeking a skilled Relationship Manager to join our team at Federal Bank. This role involves managing client relationships in the life insurance sector, providing personalized financial solutions, and driving business growth. The ideal candidate will have a strong background in sales and customer service, with a passion for helping clients achieve their financial goals.
Responsibilities
- Develop and maintain relationships with clients to ensure customer satisfaction and retention.
- Identify and acquire new clients through various networking strategies.
- Provide tailored financial solutions to clients based on their individual needs and goals.
- Conduct regular follow-ups with clients to assess their financial positions and adjust plans as necessary.
- Collaborate with internal teams to deliver comprehensive service to clients.
- Stay updated on industry trends and regulatory changes to provide informed advice to clients.
- Prepare and present reports on client portfolios and performance to management.
- Ensure compliance with all regulatory and company policies.
Skills and Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field.
- 1-5 years of experience in relationship management or sales, preferably in the banking or insurance sector.
- Strong interpersonal and communication skills to build rapport with clients.
- Excellent problem-solving abilities and a customer-centric mindset.
- Knowledge of life insurance products and financial planning.
- Proficiency in using CRM software and Microsoft Office Suite.
- Ability to work independently and as part of a team.
- Strong analytical skills to assess client needs and market trends.
