 
						Relationship Manager- Kolkata- Life Insurance
7 days ago
**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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