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.