Relationship Manager

2 weeks ago


Chandigarh, Chandigarh, India Wizaltia Solutions Full time
Job Purpose:
  • Drive business through the channel partner's sales team and distribution network
Responsibilities:
  • Build strong relationships across the partner network
  • Grow the business by driving sales of LI products through the partner sales team
  • Organize catch-up meetings with partners and their clients to introduce LI products in their portfolios
  • Activate the maximum number of mapped subbrokers/RMs/Lead Generators on a monthly basis
  • Achieve monthly/quarterly/annual business targets
  • Ensure smooth issuance of all cases from start to finish and maintain persistency of all issued policies
  • Prepare and send daily reports on meetings and sales numbers to all stakeholders
  • Track the status of logged-in policies in the central MIS
  • Update on the tasks assigned for driving focused business through the task MIS
  • Maintain and update the persistency data of the assigned cases
  • Train partner RMs on LI products and processes
Job Requirements:Qualifications: Graduate / Post GraduateExperience: 2-6 years of relevant experience in Insurance Sales in Broking/Banca SalesFunctional Competencies: Customer Orientation, Partner Management, PlanningBehavioral Competencies: Business Excellence, Collaboration, Execution Excellence
Build strong relationships, banca sales, partner management, collaboration, insurance sales, business excellence, customer orientation, broking, execution excellence, bancassurance, RMs, sales, planning
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