Relationship Manager - NBFC

Job description

- **Lead Generation:** Pitch life, health, and general insurance products to existing loan customers and walk-ins. - **Portfolio Management:** Maintain and grow a book of High Net-Worth (HNI) or retail clients by understanding their risk appetite and financial goals. - **Cross-Selling & Upselling:** Bundle insurance policies with other financial products like Home Loans, Loan Against Property (LAP), or Gold Loans. - **Customer Retention:** Ensure high renewal rates and handle any policy-related customer grievances or claims. - **Compliance & Regulation:** Ensure all sales adhere strictly to IRDAI (Insurance Regulatory and Development Authority of India) and NBFC guidelines.