Key Relationship Manager
2 weeks ago
Job description
Position: Key Relationship Manager
Direct Reports: Business Manager / Area Manager
Function / Department: Direct Channel
Role & Responsibilities:
- The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads
though retail distribution model and serving existing customers or leads that received from the channel apart - 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 recommendation based on customers profile) and assist and coordinate with customers to facilitate smooth policy insurance.
- Rigorous and timely follow up on all prospects that are in work in progress stage.
- Update prospect information and track performance on lead management system (LMS) / VYMO
- Ensure that all procedural requirement for policy issuance are complete and correct.
- Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency
Preferred candidate profile
- Minimum Graduate
- Age preferably less than 35 years.
- Minimum 3-5 years' experience, preferably in Insurance Sale
Interested Candidates Please share your Resume to or
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