Financial Services Manager

Job Title

Relationship Manager, Sr. Relationship Manager, Key Relationship Manager, Front-Line Sales Function / Department: Direct Direct Reports: Business Manager / Area Manager

Purpose of Role

The primary responsibility of the RM/Sr. RM is to sell insurance policies by generating leads through the retail distribution model and serving existing customers or leads received from the channel, apart from sourcing business from the natural market.

Main Areas of Responsibility :

Drive insurance sales through Future Group retail and BTL references and leads generated by affinity tie-ups.

1. Increase the top of the funnel by driving periodic BTL activities to generate the prospect base through the natural market, RD support, and corporate worksites.

2. Contact qualified prospects on an ongoing basis to maximize face-to-face meetings.

3. Adopt a need-based selling approach (basis the financial Needs Analysis), catering to the customers profile and needs.

4. Rigorous and timely follow-up on all prospects that are in the work-in-progress stage.

5. Update and enrich prospect information in the Leads Management System (LMS) / VYMO.

6. Always track performance in the LMS/VYMO and strive to maximize process efficiency (i.e., meetings %, prospect-conversion %).

7. Generate referrals from prospects/customers and build own pipeline to increase the size of the funnel.

8. Assist and coordinate with customers for medical formalities, collection of documents, etc., to facilitate smooth policy issuance.

9. Ensure that all procedural requirements for policy issuance are complete and correct.

10. Track the policies that have been logged in the branch to ensure speedy issuance.