Relationship Ambassador

4 days ago


Noida, Uttar Pradesh, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 10,00,000
Job Overview

We are seeking a skilled Relationship Manager to drive period BTL activations, generate referral form prospect customers, and maximize virtual connects with qualified prospects.

  • 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 recommendations based on customer profiles) and assist and coordinate with customers to facilitate smooth policy issuance.
  • Rigorous and timely follow-up on all prospects that are in work-in-progress stage.

Key Responsibilities

  • Update prospect information and track performance on lead management system (LMS) / VYMO.
  • Ensure that all procedural requirements for policy issuance are complete and correct.
  • Track policies that have been logged in the branch to ensure speedy insurance provision and provide correct and complete information on products to all customers.

Requirements

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


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