Relationship Manager
7 hours ago
Job Description
Relationship ManagerDirect
Details of the Position
Position: Relationship Manager,Sr. Relationship Manager, Key Relationship Manager
Direct Reports: BusinessManager / Area Manager
Function / Department: Direct
Purpose of Role: 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 leads that received from the channel apart from sourcing business
CTC-2 to 7 Lakhs
Whatyou get to do here?
- IncreasethetopoffunnelbydrivingperiodBTLactivates,generatingreferralformprospectcustomerstogenerateabiggerprospectbase.
- Maximizevirtualconnectswiththequalifiedprospectsusingvariousdigitalplatformsalongwithothersocialmediaplatforms.
- Adoptneedbasedselling(Tailormakerecommendationbasedoncustomer'sprofile)andassistandcoordinatewithcustomerstofacilitatesmoothpolicyinsurance.
- Rigorousandtimelyfollow–uponallprospectsthatareinworkinprogressstage.
- Updateprospectinformationandtrackperformanceonleadmanagementsystem(LMS)/VYMO
- Ensurethatallproceduralrequirementforpolicyissuancearecompleteandcorrect.
- Trackpolicesthathavebeenloggedinthebranchtoensurespeedyinsurancetoprovidecorrectandcompleteinformationonproductstoallcustomerstoshowtransparency.
DecisionScope:Toprovidecorrectandcompleteinformationonproductstoallcustomersthatwillhelptransparencyandsmoothsaleofthebusiness.Thiswillensurethatthechannelwillremaincompetitiveandsuccessful.
DaytoDayDeliverables
- Dailymonitoringofleads
- UpdateleadsinLMSsystem
- Repostdailyactivitytosupervisor
- Serviceexistingclients
- Maintainassignedrenewalsdataandpersistencytargets
Whatyou must have?
- Graduate
- 0-2yearsworkexperience.Minimum6monthsofexperienceinlifeinsurancesalesmanagement/retailbankdistribution/co-operativebankandchannelmanagement/DSArelationship
Whatyou need to bring to the table
- StrongCustomerOrientation
- Comfortableworkingondigitalplatforms
- GoodCommunicationSkills-Bothfacetofaceandvirtually
- StrongInterpersonalSkills
- StrongActiveListeningSkills
- CoordinationSkills
- TimeManagementSkills
- NegotiationSkills
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