Relationship Manager - Pune, India - Raj Enterprise - Raj Placement Services

    Raj Enterprise - Raj Placement Services
    Raj Enterprise - Raj Placement Services Pune, India

    1 week ago

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    Full time
    Description

    Job Description

    Relationship Managerof the Position

    Position: Relationship Manager,Sr. Relationship Manager, Key Relationship Manager, Senior Key Relation Manager, Branch 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

    ?

    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 followupon all prospects that are in working 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.

    Daily monitoring of leads

    Update leads in LMS system

    Repost daily activity to supervisor

    Service existing clients

    Maintain assigned renewals data and persistency targets

    have

    Graduate

    0-2years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship

    need to bring to the table

    Strong Customer Orientation

    Comfort able 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