Relationship Manager Apeejay Insurance Broking Services Private Limited

Key Responsibilities:

• Maintain and deepen client relationships through regular check?ins and proactive engagement
• Assess client needs and recommend suitable products or services, including cross?sell and upsell opportunities
• Resolve customer issues swiftly in coordination with support teams to ensure satisfaction
• Analyze trends and client feedback to improve internal processes and deliver better service
• Maintain accurate CRM data and prepare client reports, forecasts, and engagement metrics