Relationship Manager (finance)

Year    GJ, IN, India

Job Description

Roles & Responsibilities:

Recruiting and Managing team of financial advisors/agents.

Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis

Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner

Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.

Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time.

Understanding and aligning with company's policies and ensure full compliance.

Maintaining the highest level of business hygiene.

Identifying new approaches to enhance reach and generate more sales in the assigned region.

Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization.

Desired Profile:

Education - Full time HSC or Graduation.

Experience - 1+ year of experience in Sales and BD in Insurance Industry.

Knowledge - In-depth understanding of business context. Understanding of Insurance and Financial products is an added advantage.

Exposure - Familiarity with all types of insurance plan and financial products (Life, Health, Motor,)

Communication - Excellent verbal and written communication skills and ability to liaise with multiple stakeholders.

IT Skills - Proficient with Microsoft Office Suite or related software.

Job Types: Full-time, Permanent

Pay: Up to ?55,000.00 per month

Work Location: In person

Speak with the employer


+91 9238150753

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Job Detail

  • Job Id
    JD4059369
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    GJ, IN, India
  • Education
    Not mentioned
  • Experience
    Year