Job Description

Job Title:

Key Relationship Manager

Location:

Ellis bridge ahmedabad

Industry:

Insurance/Banking/Financial Services

Experience:

06 Months -2 years preferred

Employment Type:

Full-time

Key Responsibilities:

Expand the customer base by executing periodic

BTL (Below the Line)

activities and generating referrals from prospects. Maximize virtual interactions with qualified leads through various

digital and social media platforms

. Use a

need-based selling approach

, offering tailored solutions based on the customer's financial profile and requirements. Support customers throughout the policy issuance journey, ensuring a

smooth and coordinated experience

. Conduct rigorous and

timely follow-ups

with all leads in the pipeline to maintain engagement and improve conversion. Regularly

update and manage lead data

in the Lead Management System (LMS) / VYMO, tracking progress and performance. Ensure all

policy documentation is complete and compliant

with internal guidelines before submission. Monitor policy applications submitted through the branch to ensure

speedy issuance

and maintain

transparency

by providing accurate product information to customers.

Key Skills Required:

Strong

Customer Orientation

and service mindset Proficient in working with

digital tools and platforms

Excellent

communication skills

- verbal, written, and virtual Strong

interpersonal and relationship management

abilities Effective

active listening

and problem-solving skills Good

coordination and organizational

capabilities Strong

time management

and task prioritization Confident

negotiation

and persuasion skills

Qualifications:

Graduate in any discipline (MBA/PGDM in Marketing/Finance is an advantage) Experience in insurance, banking, or financial sales preferred Familiarity with CRM tools like LMS/VYMO is a plus
Job Types: Full-time, Permanent

Pay: ?25,000.00 - ?50,000.00 per month

Work Location: In person

Speak with the employer

+91 6351788529