Relationship Officer
2 weeks ago
**Position**:Relationship Manager ,Sr. Relationship Manager, Key Relationship 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-2 to 3.5Lakhs/+incentive**
**What you get to do here?**
- IncreasethetopoffunnelbydrivingperiodBTLactivates,generatingreferralformprospectcustomerstogenerateabiggerprospectbase.
- Maximizevirtualconnectswiththequalifiedprospectsusingvariousdigitalplatformsalongwithothersocialmediaplatforms.
- Adoptneedbasedselling(Tailormakerecommendationbasedoncustomer’sprofile)andassistandcoordinatewithcustomerstofacilitatesmoothpolicyinsurance.
- Rigorousandtimelyfollow-uponallprospectsthatareinworkinprogressstage.
- Updateprospectinformationandtrackperformanceonleadmanagementsystem(LMS)/VYMO
- Ensurethatallproceduralrequirementforpolicyissuancearecompleteandcorrect.
- Trackpolicesthathavebeenloggedinthebranchtoensurespeedyinsurancetoprovidecorrectandcompleteinformationonproductstoallcustomerstoshowtransparency.
DecisionScope:Toprovidecorrectandcompleteinformationonproductstoallcustomersthatwillhelptransparencyandsmoothsaleofthebusiness.Thiswillensurethatthechannelwillremaincompetitiveandsuccessful.
Day to Day Deliverables
- Daily monitoringo fleads
- Update leads in LMS system
- Repost daily activity to supervisor
- Service existing clients
**What you must have?**
- Graduate
- 0-2yearsworkexperience.
Minimum 6monthsofexperienceinlifeinsurance sales management
/retail bank distribution/co-operative bank and channel management/DSA relationship
**Salary**: ₹20,000.00 - ₹30,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
**Experience**:
- total work: 1 year (preferred)
- Customer service: 1 year (preferred)
**Language**:
- English (preferred)
Ability to Commute:
- Mumbai Suburban, Maharashtra (required)
Ability to Relocate:
- Mumbai Suburban, Maharashtra: Relocate before starting work (required)
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