Relationship Manager

Job highlights

• Minimum Graduate
• Minimum 2-3 years experience,preferably in Insurance Sales
• Experience

Objective / Purpose

Source Business for the Company

About Us

Roles & Responsibilities

1. Recruit and Activate advisors as per plan (activation on a monthly basis)
2. Ensure Active Advisor productivity is maintained as per the plan.
3. Establish interpersonal business relationship to facilitate work activities.
4. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency)
5. Generate revenue and acquire new customers either face to face or digitally.
6. Review with reporting manager on a weekly basis
7. Attend all meeting and training programs conducted by management
8. Ensure 2 joint calls are made on a daily basis
9. Comply with all the policies and procedures laid down by the company

Educational Qualification

Minimum Graduate

Experience

Minimum 2-3 years experience, preferably in Insurance Sales

Competencies

Communication verbal and non verbal

Customer Orientation

Industry Knowledge

Interpersonal Skills

Negotiation Skills

Networking

Skills

1. Negotiation Skills
2. Comfortable working with digital tools
3. Communication Skills - both face to face and virtually
4. Networking Skills
5. Team Management Skills
6. Business Acumen
7. Interpersonal Skills
8. Active Listening Skills

Title: Relationship Manager