Role/Designation: Relationship Manager

Reporting Manager : City Head

Roles & Responsibilities:

  • Recruiting and Managing team of financial advisors/agents.
  • Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis
  • Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner
  • Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.
  • Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time.
  • Understanding and aligning with company’s policies and ensure full compliance.
  • Maintaining the highest level of business hygiene.
  • Identifying new approaches to enhance reach and generate more sales in the assigned region.
  • Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization.

Desired Profile:

Education – Full time HSC or Graduation.

Experience – 1+ year of experience in Sales and BD

Knowledge – In-depth understanding of business context. Understanding of Insurance and Financial products is an added advantage.

Exposure – Familiarity with all types of insurance plan and financial products (Life, Health, Motor,)

Communication – Excellent verbal and written communication skills and ability to liaise with multiple stakeholders.

IT Skills – Proficient with Microsoft Office Suite or related software.

*Other details regarding the job will be shared during the interview. Only qualified candidates will be contacted.

Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis
Job Type: Full Time
Job Location: Multiple Regions / Cities

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