Relationship Manager- Kolkata- Life Insurance

2 days ago

Kolkata, West Bengal, India Generali Central Life Insurance Full time ₹ 3 per year

**Job Title: Relationship Manager**

**Company** Generali Central Life Insurance

**Location:** Kolkata- Beliaghata

**Department:** Direct Sales

**Reports To:** Business Manager

**Branch Location** 3A, Ram Mohan Mullick Garden Ln, Subhas Sarobar Park, Phool Bagan, Beleghata, Kolkata, West Bengal 700010

**Purpose:**

The primary responsibility of the RM/Sr. RM is to sell insurance policies by generating leads through the retail distribution model and serving existing customers or leads received from the channel, apart from sourcing business from the natural market.

**Job Description**

  • Increase the top of the funnel by driving periodic BTL activities to generate the prospect base through the natural market, RD support, and corporate worksites.
  • Contact qualified prospects on an ongoing basis to maximize face-to-face meetings.
  • Adopt a need-based selling approach (basis the financial Needs Analysis), catering to the customers profile and needs.
  • Rigorous and timely follow-up on all prospects that are in the work-in-progress stage.
  • Update and enrich prospect information in the Leads Management System (LMS) / VYMO.
  • Always track performance in the LMS/VYMO and strive to maximize process efficiency (i.e., meetings %, prospect-conversion %).
  • Generate referrals from prospects/customers and build own pipeline to increase the size of the funnel.
  • Assist and coordinate with customers for medical formalities, collection of documents, etc., to facilitate smooth policy issuance.
  • Ensure that all procedural requirements for policy issuance are complete and correct.
  • Track the policies that have been logged in the branch to ensure speedy issuance.

**Qualifications:**

  • Bachelors degree in any field.
  • Proven experience in direct sales, preferably in the life insurance or BFSI industry for more than 1 year
  • Fresher can apply.
  • Good understanding of life insurance products.
  • Excellent communication, negotiation, and interpersonal skills.
  • Willingness to travel and conduct field visits as required including outstation.
  • Immediate Joiners preferred.
  • Age must not be more than 35 years old.

**Deliverables Day to Day**

  • Daily monitoring of leads.
  • Updating leads in the LMS system.
  • Reporting daily activities to the supervisor.
  • Servicing existing clients.
  • Maintaining assigned renewals data and persistency targets.

Competencies

  • Strong Customer Orientation
  • Comfortable working with digital platforms
  • Good Communication Skills- Both face to face and virtually
  • Strong Interpersonal Skills
  • Strong Active Listening Skills
  • Coordination Skills
  • Time Management Skills
  • Negotiation Skills

**Offered CTC**: Up to 3.75 LPA + performance based incentives

**How to Apply:**

Interested candidates should submit their resume to or contact on or click on Apply.

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