Relationship Executive

We are seeking a motivated and customer-focused Relationship Executive to build client relationships, drive sales, and deliver tailored financial solutions.

Requirements

• Convert leads received from bank partners and build strong client relationships.
• Conduct financial needs analysis and recommend suitable insurance solutions.
• Identify new business opportunities through networking and referrals.
• Achieve monthly and quarterly sales targets.
• Educate clients on products and provide after-sales support.
• Maintain follow-ups to ensure policy retention and renewals.