Relationship Manager

Relationship Managerof the Position

Position: Relationship Manager,Sr. Relationship Manager, Key Relationship Manager, Senior Key Relation Manager, Branch Manager

Direct Reports: Business Manager / Area Manager

Function / Department: Direct

Purpose of Role: The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads though retail distribution model and serving existing customers or leads leads that received from the channel apart from sourcing business

CTC- Standard Hike based on Total Experience, Current CTC & Interview Performance + Great Incentives

Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.

Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.

Adopt need based selling (Tailor make recommendation based on customers profile) and assist and coordinate with customers to facilitate smooth policy insurance.

Rigorous and timely followupon all prospects that are in working progress stage.

Update prospect information and track performance on lead management system (LMS)/VYMO

Ensure that all procedural requirement for policy issuance are complete and correct.

Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.

Decision Scope: To provide correct and complete information on products to all customers that will help transparency and smooth sale of the business. This will ensure that the channel will remain competitive and successful.

Daily monitoring of leads

Update leads in LMS system

Repost daily activity to supervisor

Service existing clients

Maintain assigned renewals data and persistency targets

have

Graduate

0-2years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

need to bring to the table

Strong Customer Orientation

Comfort able working on digital platforms

Good Communication Skills Both face to face and virtually

Strong Interpersonal Skills

Strong Active Listening Skills

Coordination Skills

Time Management Skills

Full time