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Relationship Manager Direct Channel

0.00 to 2.00 Years   Delhi   10 Oct, 2023
I LEARN FUTURE
Job LocationDelhi
EducationNot Mentioned
SalaryRs 2.0 - 5 Lakh/Yr
IndustryBFSI
Functional AreaSales / BDPre-Sales
EmploymentTypeFull-time

Job Description

    Greeting for I Learn Future.!We are Hiring for Relationship Manager Direct ChannelDirect 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 business.CTC: - 2 to 6 LakhsRole and Responsibilities:
    • 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
    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
    Education and experience:
    • 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 relationshipSkills:
    • 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
    If interested you interested Contact Person -Mahesh : hidden_mobilehidden_emailIt is work from Office.

Keyskills :
coordination skillssalesinsurancenegotiation skills

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