Full-time

Relationship Manager

Posted by White Force • Kolkata, West Bengal, India

📍 Kolkata, West Bengal 🕒 February 28, 2026

About the Role

Job description

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  • Client Needs Assessment: Understand client needs, expectations, and financial goals to provide tailored insurance solutions.
  • Product Knowledge: Demonstrate a strong understanding of the company's insurance products and services.
  • Sales and Cross-Selling: Identify opportunities to cross-sell and upsell products to existing clients, contributing to revenue growth.
  • Client Retention: Ensure client satisfaction through excellent service and prompt resolution of issues, aiming for long-term client retention.
  • Business Development: Identify and pursue new business opportunities, generating leads and converting prospects into clients.
  • Sales Target Achievement: Meet or exceed individual and team sales targets.
  • Collaboration and Communication: Work effectively with internal teams, such as sales, underwriting, and claim...
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