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