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Relationship Manager Direct

3.00 to 5.00 Years   Delhi   07 Oct, 2024
MSMB OPTIMAL SERVICES
Job LocationDelhi
EducationNot Mentioned
SalaryRs 4.0 - 5 Lakh/Yr
IndustryInsurance
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job DescriptionRelationship Manager DirectDetails of the Position Position: Relationship Manager, Sr. Relationship Manager, Key Relationship ManagerDirect Reports: Business Manager / Area ManagerFunction / Department: DirectPurpose of Role: The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leadsthough retail distribution model and serving existing customers or leads leads that received from the channel apartfrom sourcing businessCTC- 2 to 6 LakhsWhat you get to do here Increase the top of funnel by driving period BTL activates, generating referral form prospect customers togenerate a bigger prospect base.Maximize virtual connects with the qualified prospects using various digital platforms along with other socialmedia platforms.
    • Adopt need based selling (Tailor make recommendation based on customers profile) and assist and coordinate
    with customers to facilitate smooth policy insurance.Job Location --
    • Rajendra Place
    • Nehru Place
    • Pitampura
    • Preet Vihar (Nearest Metro Station :Nirman Vihar
    • Meerut
    • Gurgaon - Sector 66
    • Noida Sec 18
    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) / VYMOEnsure 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 completeinformation on products to all customers to show transparency.Decision Scope: To provide correct and complete information on products to all customers that will helptransparency and smooth sale of the business. This will ensure that the channel will remain competitive andsuccessful.Day to Day Deliverables Daily monitoring of leadsUpdate leads in LMS systemRepost daily activity to supervisorService existing clientsMaintain assigned renewals data and persistency targetsWhat must you have Graduate0-2 years work experience. Minimum 2 YEAR of experience in life insurance sales management / retail bankdistribution / co-operative bank and channel management / DSA relationshipWhat you need to bring to the table Strong Customer OrientationComfortable working on digital platformsGood Communication Skills- Both face to face and virtuallyStrong Interpersonal SkillsStrong Active Listening SkillsCoordination SkillsTime Management SkillsNegotiation Skills

Keyskills :
direct marketingdirect saleslife insurancedirect selling

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