Job Description

Designation 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 persistency & 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

B.Sc. / Engg. / B.Com. Graduates (Male & Female)/MBA/ Post Graduates from reputed institutes with academic background. Preferred Industry - Financial Services - MNC Banks (Liabilities, Mortgages), Broking Firms, Corporate Agencies and DST's of MNC Banks, Insurance Cos Years of experience - Fresher 1-3 years (Post Graduates) 2- 4yrs (Graduates) 

Advantages:

- We offer you an opportunity to work for one of the world's largest financial services group as a full time employee

- We offer you an extensive training & development programme to build your technical and leadership skills

- We offer you a rewarding experience with best in class compensation

- We offer you an exciting variable compensation programme which rewards you on among other things: 1. Customer Acquisition 2. Premium Generation 3. Persistency & Renewals 4. Portfolio Growth

- We offer you the best in class technology platforms to help you drive & improve your performance 1. Customer Relationship Management System to help track and manage your relationships and portfolios 2. Sales & Distribution Systems for managing your leads, personal goals, performance and development programs

- We offer marketing and database support to help you maximize your productivity

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