Relationship Manager(Direct)

Job highlights

• Maintain assigned renewals data and persistency targets . What you must have . Graduate
• Ensure that all procedural requirement for policy issuance are complete and correct. Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete
• Minimum 6 months of experience in life insurance sales management / retail bank

What you get to do here

Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to
generate a bigger prospect base.
Maximize virtual connects with the qualified prospects using various digital platforms along with other social
media platforms.

Adopt need based selling (Tailor make recommendation based on customer s profile) and assist and coordinate
with customers to facilitate smooth policy insurance.
Rigorous and timely follow - up on all prospects that are in work in progress stage.
Update prospect information and track performance on lead management system (LMS) / VYMO
Ensure that all procedural requirement for policy issuance are complete and correct.
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.
Decision Scope: To provide correct and complete information on products to all customers that will help
transparency and smooth sale of the business. This will ensure that the channel will remain competitive and
successful.

Day to Day Deliverables

Daily monitoring of leads
Update leads in LMS system
Repost daily activity to supervisor
Service existing clients
Maintain assigned renewals data and persistency targets

What you must have

Graduate

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

What you need to bring to the table

Strong Customer Orientation
Comfortable working on digital platforms
Good Communication Skills- Both face to face and virtually
Strong Interpersonal Skills
Strong Active Listening Skills
Coordination Skills
Time Management Skills
Negotiation Skills