Job Description
Role/Designation : Relationship Manager
Reporting Manager : City Head
Location : Multiple Regions / Cities
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.
Reporting Manager : City Head
Location : Multiple Regions / Cities
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.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Sales | BFSI position is now open for candidates interested in the Bank Jobs sector. This role in Udaipur 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 Bank Jobs is a plus.