Relationship Manager

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.