Job Description

Relationship Manager–of 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

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•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 customer’s profile) and assist and coordinate with customers to facilitate smooth policy insurance.

•Rigorous and timely follow–upon 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