Insurance Advisor
5 days ago
Role/Designation : Relationship Manager
Reporting Manager: City Head
Location : Multiple Regions / Cities
Roles & Responsibilities:
- Recruiting and Managing team of financial advisors/agents.
- Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on
regular basis
- Training the financial advisors/agents on our app for servicing their customers in most efficient and
effective manner
- Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.
- Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to
time.
- Understanding and aligning with company’s policies and ensure full compliance.
- Maintainingthe highest level of business hygiene.
- Identifying new approaches to enhance reach and generate more salesin the assigned region.
- Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products
as and when introduced by the organization.
Desired Profile:
- Education - Full time HSC or Diploma or Graduation.
- Experience - 1+ year of experience in Sales and BD
- Knowledge - In-depth understanding of business context. Understanding of Insurance and Financial
products is an added advantage.
- Exposure - Familiarity with all types of insurance plan and financial products (Life, Health, Motor, fire,
Property, etc) credit cards, loans, NPS, etc
- Communication - Excellent verbal and written communication skills and ability to liaise with multiple
stakeholders.
- IT Skills - Proficient with Microsoft Office Suite or related software.
Pay: ₹30,000.00 - ₹31,000.00 per month
**Experience**:
- Motor insurance : 1 year (required)
**Location**:
- Bihar Sharif, Bihar (preferred)
Work Location: In person
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