Relationship Mnager

Job Description

Designation-Relationship ManagerProduct- Life Insurance, Health Insurance ,Generel InsuranceCTC- 4 LPALocation-Umargaon ,Sanjan/ Bhilad , Boisar ,Palghar ,Baruch , Godhara ,Rajpipla,Chota Udaypur ,Parda ,Surat ,Bardoli ,Navsari ,Vyara ,Lunawada,Mehsana,Patan,Botad ,Bhavnagar ,Bhuj ,Valsad,Bilimora,Chikli,Navsari,VyaraKey Responsibilities:
• • Client Relationship Development:
    • Establish and maintain positive, long-term relationships with clients through consistent communication, meetings, and follow-ups.
    • Serve as the main point of contact for clients, addressing inquiries, concerns, and requests efficiently and professionally.
    • Gain a deep understanding of each clients business goals and challenges to deliver tailored solutions that support their success.
  • Client Retention & Satisfaction:
    • Actively engage with clients to identify potential issues and resolve them proactively.
    • Conduct regular satisfaction assessments and take necessary actions to ensure clients needs are met.
    • Oversee the renewal process, contract extensions, and identify opportunities for upselling to drive long-term client retention and revenue growth.
  • Sales Support & Business Growth:
    • Identify opportunities for upselling or cross-selling additional products and services that align with client needs.
    • Work closely with the sales team to ensure smooth onboarding for new clients and facilitate successful service transitions.
    • Assist with sales presentations, proposals, and contract negotiations when needed.
  • Account Management & Monitoring:
    • Track key performance indicators (KPIs) related to client satisfaction, account health, and revenue.
    • Prepare reports on client account status, renewals, and feedback for management review.
    • Ensure that services or products are delivered on time and in line with agreed terms.
  • Problem Solving & Issue Resolution:
    • Serve as a liaison between clients and internal teams to address and resolve issues in a timely manner.
    • Handle client complaints, conflicts, and other concerns, ensuring that clients needs are met to their satisfaction.
  • Market Awareness & Feedback:
    • Stay up to date with industry trends, competitive activities, and market dynamics to better serve clients.
    • Share insights with product or service teams to enhance offerings based on client feedback.

Keyskills :
tied channelinsuranceagency channelvariable channel