Relationship Manager
2 months ago
Position: Relationship Manager, Sr. Relationship Manager and Key Relationship Manager
Direct Reports: Business Manager / 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: Standard Hike based on Total Experience, Current CTC & Interview Performance + Great Incentives
Location: Mumbai (Dadar, Ghatkopar, Thane and Vashi)
What you get to do here?
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.
Decision Scope: To provide correct and complete information on products to all customers that will help transparency and smooth sale of the business. This will ensure that the channel will remain competitive and successful.
Day to Day Deliverables
Daily monitoring of leads
Update leads in LMS system
Repost daily activity to supervisor Service existing clients
Maintain assigned renewals data and persistency targets
What you must have?
Graduate
0-2 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship
What you need to bring to the table
Strong Customer Orientation
Comfortable working on 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
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