Engagement / 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.