Job Description
Job Description
Profile - Relationship Manager Direct
Position: Relationship Manager,Sr. Relationship Manager, Key Relationship Manager
Direct Reports: Business Manager / Area Manager
Function / Department: Direct
Purpose of Role: The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads though retail distribution model and serving existing customers or leads leads that received from the channel apart from sourcing business
CTC can be offered - 2 to 7 Lakhs
Whatyou get to do here
• Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
• Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
• Adopt need based selling (Tailor make recommendation based on customers profile) and assist and coordinate with customers to facilitate smooth policy insurance.
• Rigorous and timely follow up on all prospects that are in work in progress stage.
• Update prospect information and track performance on lead management system (LMS) / VYMO
• Ensure that all procedural requirement for policy issuance are complete and correct.
• Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.
Decision Scope: To provide correct and complete information on products to all customers that will help transparency and smooth sale of the business. This will ensure that the channel will remain competitive and successful.
Day to Day Deliverables
• Daily monitoring of leads
• Update leads in LMS system
• Repost daily activity to supervisor
• Service existing clients
• Maintain assigned renewals data and persistency targets
What you must have
• Graduate
• 0-2 years work experience.
• Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship
What you need to bring to the table
• Strong Customer Orientation
• Comfortable working on digital platforms
• Good Communication Skills- Both face to face and virtually
• Strong Interpersonal Skills
• Strong Active Listening Skills
• Coordination Skills
• Time Management Skills
• Negotiation Skills
Profile - Relationship Manager Direct
Position: Relationship Manager,Sr. Relationship Manager, Key Relationship Manager
Direct Reports: Business Manager / Area Manager
Function / Department: Direct
Purpose of Role: The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads though retail distribution model and serving existing customers or leads leads that received from the channel apart from sourcing business
CTC can be offered - 2 to 7 Lakhs
Whatyou get to do here
• Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.
• Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.
• Adopt need based selling (Tailor make recommendation based on customers profile) and assist and coordinate with customers to facilitate smooth policy insurance.
• Rigorous and timely follow up on all prospects that are in work in progress stage.
• Update prospect information and track performance on lead management system (LMS) / VYMO
• Ensure that all procedural requirement for policy issuance are complete and correct.
• Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency.
Decision Scope: To provide correct and complete information on products to all customers that will help transparency and smooth sale of the business. This will ensure that the channel will remain competitive and successful.
Day to Day Deliverables
• Daily monitoring of leads
• Update leads in LMS system
• Repost daily activity to supervisor
• Service existing clients
• Maintain assigned renewals data and persistency targets
What you must have
• Graduate
• 0-2 years work experience.
• Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship
What you need to bring to the table
• Strong Customer Orientation
• Comfortable working on digital platforms
• Good Communication Skills- Both face to face and virtually
• Strong Interpersonal Skills
• Strong Active Listening Skills
• Coordination Skills
• Time Management Skills
• Negotiation Skills
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager Direct Front Line Sales position is now open for candidates interested in the MIS Executive sector. This role in Kolkata offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in MIS Executive is a plus.
