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Relationship Manager

2.00 to 6.00 Years   Mumbai City   29 Aug, 2023
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT Services & Consulting
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Relationship ManagerDetails of the PositionPosition: 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 leads though retail distribution model and serving existing customers or leads that received from the channel apart from sourcing businessWhat 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 DeliverablesDaily monitoring of leadsUpdate leads in LMS systemRepost daily activity to supervisorService existing clientsMaintain assigned renewals data and persistency targetsWhat you must have Graduate0-2 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationshipWhat you need to bring to the table Strong Customer Orientation Comfortable working on digital platformsGood Communication Skills- Both face to face and virtuallyStrong Interpersonal SkillsStrong Active Listening Skills Coordination SkillsTime Management SkillsNegotiation SkillsJob Type: Full-timeSalary: Up to 300,000.00 per yearSchedule: Day shiftAbility to commute/relocate: Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)Education: Bachelors (Preferred)Experience: Insurance sales: 2 years (Preferred) Sales: 1 year (Preferred)Language: English (Preferred)

Keyskills :
salesmutual funds salesequityrelationship management

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