Relationship Manager for a Leading Life Insurance Company

Job Description

Designation	Relationship Manager
Reporting to	Business Development Manager
Location	PAN INDIA
Function	Sales
No of people reporting	-NA-

 

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 –

1-3 years (Post Graduates)

 2– 4yrs    (Graduates)

Advantages: Direct

• 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  
•  
• Interested candidates can mail profiles on resumes@humantrahr.com