Dear candidate we are Hiring for one role of Relationship Manager, Wealth Channel - (L4) for one of the Leading Life Insurance Company.

Role - Relationship Manager, Wealth Channel - (L4)

Location - Pune/Ahemdabad

Exp- 1-8

Job Brief :

- We are looking for a competitive Insurance Agent to generate new business by contacting HNI Clients and Corporate clients. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers' portfolio.

- The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm's reputation.

Responsibilities:

- Primarily responsible for sourcing & on-boarding mutual fund distributors, partners, and ULIP selling competition agents

- Developing & Sustaining relationships with existing distributors and partners

- Channel Sales & Partner Management

- Focus on improving Mind share & Wallet share (sales & business development)

- Strong business & industry/market intelligence (competitive offerings, regulatory changes, investment products)

- Plan & conduct special sales initiatives, activities & events with IFAs for their existing & prospective client

- Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones

- Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc

- Report the progress of monthly/quarterly initiatives to stakeholders

- Maintain bookkeeping systems, database and records

- Monitor insurance claims to ensure mutual satisfaction

- Achieve customer acquisition and revenue growth objectives

- Constantly update job knowledge and learn about new products and services

- Fulfill all policy requirements.

Requirements and skills :

- Proven working experience as an Insurance Agent or relevant experience

- Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)

- Basic computer knowledge and statistical analysis

- Proven ability to work with goals

- Demonstrated ability to communicate, present, influence and sell effectively

- Experience in delivering client-focused solutions and in creating long-lasting relationships

Utkarsh Singh

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