Relationship Manager
- Work Symphony
- 1 to 4 Yrs
- Ahmedabad
- 4 years ago
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Job Description
Dear Candidate,
Greetings of the day!
we have opening for Relationship Manager
KEY PURPOSE
To uncover and explain the need for LIFE INSURANCE products to customers and sell the appropriate product and amount of 'protection' and 'savings' plans to them
KEY RESPONSIBILITIES
- Search,identify & conduct daily sales calls for financial planning sessions with clients
- Acquire customers and generate the targeted amount of premium - Deliver Complete Product Information to Customers
- Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity
- Cross sell and upsell products to existing customers & build portfolios
- Manage the relationship with customers to ensure persist ency & renewals
- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
- Ensure the delivery of all S&D and financial KPI defined for the role
- Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company
- Report and highlight any violation of sales, compliance, HR guidelines to superiors
Key Critical Competencies
Communication & Presentation Skills
Interpersonal Skills
Result & Achievement Oriented
Customer & Service Orientation
Initiative & Self direction
Numerical Ability & Logical Reasoning
Planning & Execution
Role Modeling Brand Values
KEY SKILLS/KNOWLEDGE
Relationship Management
Profile
Any Graduate
Preferred Industry
Financial Services MNC Banks (Liabilities, Mortgages), Broking Firms,
Corporate Agenciesand DSTs of MNC Banks, Insurance Cos
Years of experience
1-3 years (Post Graduates)
2 4yrs (Graduates)
CTQ for RM/SRM position.
- LI Direct channel preferred.
- Should have good Convincing Skills and Good Communication Skills
- Age should not be more than 33 Years.
- Should have knowledge about local market.
- Should be graduate.(Any Graduate)
- Must be comfortable for Direct Marketing.
Please Note: This requirement is for Life Insurance MNC.
Regards,
HR Team
Employement Category:
Employement Type: Full timeIndustry: Insurance
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager
Contact Details:
Company: WorkSymphonyLocation(s): Ahmedabad
Work Symphony
\\r\\nWorksymphony is a people company that recruit the right people quickly and easily. Established in the year 2017, It has been effectively providing end-to-en recruitment solutions to its clients, through a unique combination of skills.
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