L
Lakshmishree Investment & Securities Pvt. Ltd
Relationship Manager
Skills
Marketing StrategyBusiness Development
3 months ago
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Important information
Contract type:
Permanent
Location:
Indore, Madhya Pradesh, India
Work mode:
Onsite
Published on:
7 August 2026
What they need
Requirements : -
- A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution
- The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention
Roles & Responsibilities
- Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential
- Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees
- Actively engage with clients, explain product benefits, and persuade them to make informed decisions about their financial options
- Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential
- Develop strategies to attract new clients through networking, referrals, and community events
- Build and maintain strong relationships with clients, ensuring ongoing satisfaction and loyalty
- Business conversion of all the newly acquired franchisees
- Work closely with sales and marketing teams to align strategies and ensure a unified approach to client acquisition
- Stay updated on industry trends, competitor offerings, and customer preferences to refine marketing strategies
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