Relationship Manager at Turtlemint
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Turtlemint - Relationship Manager - Sales - Agency Channel (1-10 yrs)
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 Diploma 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, fire, Property, etc) credit cards, loans, NPS, etc
Communication : Excellent verbal and written communication skills and ability to liaise with multiple stakeholders.
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