Relationship Manager - Wealth Channel - Insurance (3-7 yrs)
Job Description
Experience : 3 to 7 years
Location: Mumbai, Pune, Nasik, Ahmedabad, Baroda, Surat, Bengaluru, Delhi, Kolkata, Chennai
Role And Responsibilities ;
- 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.
- Evaluate business or individual customers' needs and financial status and propose protection plans that meet their criteria.
- Work with clients to deliver risk management strategies that fit their risk profiles.
- 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.
- Graduate
- Proven working experience as an Insurance Agent or relevant experience.
- Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc).
- Demonstrated ability to communicate, present, influence and sell effectively.
- Experience in delivering client-focused solutions and in creating long-lasting relationships.
- Minimum of 2 years of agency experience is -mandatory-
- Candidates should have had handled a team of agents with good relationships
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