Insurance Relationship Manager

2 weeks ago


Mumbai, Maharashtra, India Raj Enterprise - Raj Placement Services Full time

Job Title: Insurance Relationship Manager

About the Role

As an Insurance Relationship Manager at Raj Enterprise - Raj Placement Services, you will play a crucial role in selling insurance policies by generating leads through retail distribution models and serving existing customers. Your primary responsibility will be to source business and increase the top of the funnel by driving period BTL activates, generating referral forms, and prospecting customers to generate a bigger prospect base.

Main Responsibilities

  • Increase the top of the funnel by driving period BTL activates, generating referral forms, and prospecting customers.
  • Maximize virtual connects with qualified prospects using various digital platforms and social media.
  • Adopt need-based selling and assist and coordinate with customers to facilitate smooth policy issuance.
  • Rigorous and timely follow-up on all prospects in the work-in-progress stage.
  • Update prospect information and track performance on the lead management system.

Requirements

  • Graduate degree.
  • 0-2 years of work experience in life insurance sales management, retail bank distribution, co-operative bank, and channel management.
  • Strong customer orientation, comfortable working on digital platforms, and good communication skills.


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