Key Relationship Manager

Objective / Purpose

To sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that are received from the channel, apart from sourcing business

About Us

Generali Central Life Insurance Company Limited (GCLI) is a joint venture between two leading groups: Generali Group- A global insurance group that features among the top 50 largest companies in the world and Central Bank of India - A leading bank in India.

1. Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
2. Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
3. Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate with customers to facilitate smooth policy insurance.
4. Rigorous and timely follow - up on all prospects that are in work in progress stage.
5. Update prospect information and track performance on lead management system (LMS) / VYMO
6. Ensure that all procedural requirement for policy issuance are complete and correct.
7. 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.

Educational Qualification

Minimum Graduate

Experience

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

Competencies

Ownership

Simplification

Human Touch

Innovation

Interpersonal Skills

Business Acumen

Customer Engagement and Sales Excellence

Skills

1. Strong Customer Orientation
2. Comfortable working with digital platforms
3. Good Communication Skills- Both face to face and virtually
4. Strong Interpersonal Skills
5. Strong Active Listening Skills
6. Coordination Skills
7. Time Management Skills
8. Negotiation Skills

Title: Key Relationship Manager

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.