The Client

It is India's largest Free and Unbiased Financial Education Company, with a team of over 500 Wealth Doctors (Certified Financial Advisors) proficient in 13 different languages. Headquartered in Bangalore, having centres spread across 13 locations, they cater to the consumers from about 650 towns in India. Their vision is that "The dream of a developed India is possible only when we have 100% Financial Literacy".

Position: Relationship Manager - Insurance Broking Sales

Location: Bangalore

Responsibilities:-

1. Advising and selling term and health insurance to interested customers by understanding the customer's needs in particular and their ability to pay.

2. Analysing and understand customer's current insurance policies and suggest them with best available plans.

3. Keep a track and check on the ongoing transactions with the customers.

4. Solving day-to-day issues of customers with respect to their policies to maintain a strong and healthy relationship with them.

5. To generate the desire for our product in the Customer's mind by making them understand the value proposition.

6. Successfully create, develop and retain relationships with customers through understanding their needs and explaining the benefits of the policies.

7. Doing proper follow-up with the prospective customers and simultaneously converting them into sales.

8. RM's should generate a good pipeline for themselves over a period of time so that it helps them in achieving their daily targets.

9. Reaching out to maximum prospective customers from the base assigned and explaining them the insurance plans by providing them with proper presentation on call and simultaneously generating sales and achieving their daily numbers.

10. To constantly upgrade with changes, to ensure you provide the most up-to-date product information to the customers.

Skills Required:-

1. Candidates with IRDA certification is highly recommended. (Not Mandatory)

2. Candidates with a minimum of 6 Months experience in Insurance sales or fresher are preferred.

3. Language proficiency in English and regional languages is mandatory.

4. Candidates from Digital Banking domain are highly recommended.

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