Relationship Manager

Role & responsibilities

Job Title

Band:

Reporting To: Area Manager

Department:

JOB SUMMARY:

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner with Life Insurance Products & Solutions.

KEY RESPONSIBILITIES:

• Lead generation at the time of account opening/service call being made to the customer
• Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity
• Involvement in work site activities (putting up stalls and making presentations in corporate.
• Working, engaging and connecting with HNI clients for one on one selling
• Closing sale and following up on issuance.
• Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
• Drive effectively the Reward and recognition programs launched for the bank staff.
• Train the bank staff regularly on Annuity and Protection plan
• Business Leakage including cancellations

Key Skill:

• Knowledge of the insurance sector, regulations applicable to insurance sector and the companies and competitor’s product
• Excellent communication, interpersonal and selling skill
• Strong problem-solving skills and decision-making ability

MINIMUM/SPECIFIC EXPERIENCE:

• Graduate/ Post Graduate in any discipline
• Work Experience: Prefer 2-4 years of work experience from Life Insurance field. If 1 year in LI field, then balance 2-3 years can be from BFSI vertical.
• Good communication skills – English & regional language (mandatory)
• Age group: 25-30 years

Preferably has own conveyance

Preferred candidate profile

• Graduate/ Post Graduate in any discipline
• Work Experience: Prefer 2-4 years of work experience from Life Insurance field. If 1 year in LI field, then balance 2-3 years can be from BFSI vertical.
• Good communication skills – English & regional language (mandatory)
• Age group: 25-30 years

Preferably has own conveyance