Relationship Manager

We are seeking a proactive and performance-driven Relationship Manager to join our growing team. This role requires an individual who can take complete ownership of lead engagement, consultative selling, customer relationship management, and post-sales servicing. The ideal candidate must be comfortable working in a fast-paced, target-oriented environment while delivering a superior customer experience to doctors and healthcare professionals.
Key Responsibilities

• Conduct cold calls on lead-based data and generate interest in insurance offerings.

• Convert qualified leads into successful sales through persuasive communication and personalized guidance.

• Follow a structured sales process to manage enquiries and ensure timely closures.

• Establish and maintain professional, trust-driven relationships with doctors and medical practitioners.

• Manage customer servicing, support, and retention activities with a high level of responsiveness.

• Act as a single point of contact for customer needs throughout the policy lifecycle.

• Drive business generation initiatives to meet monthly, quarterly, and annual sales targets.

• Maintain strong follow-up discipline and ensure continuous pipeline movement.

• Track, analyze, and report business performance at periodic intervals to the reporting authority.

• Manage post-sales coordination, documentation, and policy issuance processes.

• Ensure accurate customer data management in CRM systems.

• Collaborate with internal teams for smooth onboarding and customer support.

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Requirements

Required Skills & Competencies

• Strong interpersonal skills with excellent verbal and written communication abilities.

• High ownership mindset with the ability to operate independently.

• Strong analytical ability with an understanding of converting results into business insights.

• Ability to influence and engage customers even without formal authority.

• Efficient multitasking skills with the capability to prioritize multiple tasks simultaneously.

• Proven ability to work under pressure and within a fast-paced, high-growth environment.

• Experience collaborating across teams to deliver measurable results.

• Prior B2C sales experience, especially in insurance or financial products, is an added advantage.

Who Should ApplyThis role is ideal for individuals who:

• Enjoy interacting with customers and building long-term relationships.

• Are result-oriented, ambitious, and self-motivated.

• Thrive in structured sales processes and dynamic startup environments.

• Are ready to take ownership of revenue and customer experience.