Relationship Manager, Sales manager

Job description Job Description Relationship ManagerDirect Details of the Position Position: Relationship Manager,Sr. Relationship Manager, Key Relationship Manager Direct Reports: BusinessManager / 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-2 to 7 Lakhs Whatyou get to do here? IncreasethetopoffunnelbydrivingperiodBTLactivates,generatingreferralformprospectcustomerstogenerateabiggerprospectbase. Maximizevirtualconnectswiththequalifiedprospectsusingvariousdigitalplatformsalongwithothersocialmediaplatforms. Adoptneedbasedselling(Tailormakerecommendationbasedoncustomer’sprofile)andassistandcoordinatewithcustomerstofacilitatesmoothpolicyinsurance. Rigorousandtimelyfollow–uponallprospectsthatareinworkinprogressstage. Updateprospectinformationandtrackperformanceonleadmanagementsystem(LMS)/VYMO Ensurethatallproceduralrequirementforpolicyissuancearecompleteandcorrect. Trackpolicesthathavebeenloggedinthebranchtoensurespeedyinsurancetoprovidecorrectandcompleteinformationonproductstoallcustomerstoshowtransparency. DecisionScope:Toprovidecorrectandcompleteinformationonproductstoallcustomersthatwillhelptransparencyandsmoothsaleofthebusiness.Thiswillensurethatthechannelwillremaincompetitiveandsuccessful. DaytoDayDeliverables Dailymonitoringofleads UpdateleadsinLMSsystem Repostdailyactivitytosupervisor Serviceexistingclients Maintainassignedrenewalsdataandpersistencytargets Whatyou must have? Graduate 0-2yearsworkexperience.Minimum6monthsofexperienceinlifeinsurancesalesmanagement/retailbankdistribution/co-operativebankandchannelmanagement/DSArelationship Whatyou need to bring to the table StrongCustomerOrientation Comfortableworkingondigitalplatforms GoodCommunicationSkills-Bothfacetofaceandvirtually StrongInterpersonalSkills StrongActiveListeningSkills CoordinationSkills TimeManagementSkills NegotiationSkills Role: Relationship Manager Industry Type: Insurance Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate Key Skills Skills highlighted with ‘‘ are preferred keyskills Sales Life InsuranceBfsi SalesCredit Card SalesInsurance SalesFinancial SalesCasa SalesHealth InsuranceBanking SalesLoan SalesBanking Products