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Relationship Manager

1.00 to 6.00 Years   Chennai   21 Aug, 2019
Aspire ERP systems Hiring For Aspire ERP systems
Job LocationChennai
EducationNot Mentioned
SalaryRs 2.0 - 3.0 Lakh/Yr
IndustryInsurance
Functional AreaSales / BDMarketing / Communication
EmploymentTypeFull-time

Job Description

"Job DescriptionDesignationRelationship ManagerReporting toBusiness Development Manager/ Unit ManagerLocationAs sharedFunctionSalesNo of people reporting-NA-KEY PURPOSETo uncover and explain the need for LIFE INSURANCE products to customers and sell the appropriate product and amount of protection and savings plans to themKEY RESPONSIBILITIES

  • Search,identify & conduct daily sales calls for financial planning sessions with clients
  • Acquire customers and generate the targeted amount of premium - Deliver Complete Product Information to Customers
  • Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity
  • Cross sell and upsell products to existing customers & build portfolios
  • Manage the relationship with customers to ensure persistency & renewals
  • Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
  • Ensure the delivery of all S&D and financial KPI defined for the role
  • Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company
  • Report and highlight any violation of sales, compliance, HR guidelines to superiors
Key Critical CompetenciesCommunication & Presentation SkillsInterpersonal SkillsResult & Achievement OrientedCustomer & Service OrientationInitiative & Self directionNumerical Ability & Logical ReasoningPlanning & ExecutionRole Modeling Brand ValuesKEY SKILLS/KNOWLEDGERelationship ManagementProfileGraduates (Male & Female)/ Post Graduates from reputed institutes with academic background.Preferred IndustryFinancial Services MNC Banks (Liabilities, Mortgages), Broking Firms,Corporate Agencies and DSTs of MNC Banks, Insurance CosYears of experience 1-3 years (Graduates)2-4yrs (under Graduates)"

Keyskills :
marketing sales soffice businessdevelopment relationshipmanagement

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