Relationship Manager

2 weeks ago


Kolkata, India The People Operations Full time
Urgent hiring for DM and RM In CAT Axis Channel for Life Insurance companyCTC Up to 5 LPALocations: Mumbai Raipur Jamshedpur Lucknow Kanpur Barielly Kolkata Rajkot DurgKEY RESPONSIBILITIES--------------------------------------------------------------Service through relationship managementEstablishing and strengthening relationship with the allocated customer base.Ensure retention of his/her allocated Book of Relations (existing customer database).Act as single point of contact for customers for any customer walk-in/query/complaint.Identify financial goals of customers and providing financial planning assistance.Competition Analysis for giving professional advice to customerFix self-appointments every day from the given customer database as per the campaignSalesFocus on cross-sell & up-sell opportunity in allocated customers and walk-insMEASURES OF SUCCESSTAT adherence for updating System - CSGSuccessful completion of cross-sell/ up-sell Business Goals month on monthCollection of payment/premium from 91-180 days due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets>

45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score > =80% in the Functional Trainings impartedDESIRED QUALIFICATIONS AND EXPERIENCEGraduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Minimum 6 months exposure to Life InsuranceAge Bracket: 25-36 yearsMust own a conveyanceKNOWLEDGE / SKILLS / ABILITIESProcess & Result orientationCustomer centricity & relationship buildingBasic Computer Knowledge.Good communication skills- English and regional language

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