Job Description

Relationship Manager (FLS) \xe2\x80\x93 Direct Position: Relationship Manager, Sr. Relationship Manager, Key Relationship 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 that received from the channel apart from sourcing business What 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 customer\xe2\x80\x99s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
• Rigorous and timely follow \xe2\x80\x93 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.

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

What you must have? Must be a Graduate or 12th Pass

• 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 relationship

Job Types: Full-time, Permanent, Fresher Salary: \xe2\x82\xb9138,236.61 - \xe2\x82\xb9382,521.20 per year Benefits:

• Provident Fund

Schedule:

• Day shift
• Fixed shift

Supplemental pay types:

• Performance bonus