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Liberty Mutual
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Relationship Manager Prime Broking

Relationship Manager Prime Broking

Liberty Mutual

0 - 4 years

2 - 4 Lacs

patna bihar india

Posted:2 days ago| Platform: Foundit logo

Apply

Skills Required

compliance crm sales management

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

1. Agency Recruitment & Development

Identify, recruit, and onboard high-potential insurance agents/advisors.
Ensure effective training and development of new agents to drive productivity.
Provide ongoing support and mentoring to agents for business development.

2. Sales Management

Achieve monthly and quarterly sales targets through the agency network.
Promote and sell financial products (e.g., insurance policies, investment plans, etc.) via agents.
Drive cross-selling and upselling opportunities.

3. Relationship Building

Build and maintain strong, long-term relationships with agency partners.
Resolve escalations and support agents in addressing customer queries and objections.
Organize agent meetings, recognition programs, and performance reviews.

4. Performance Monitoring & Reporting

Track agent performance, analyze sales data, and prepare regular reports.
Use dashboards and CRM tools to monitor business growth and agent engagement.
Share feedback with management on market trends, customer needs, and competitor activities.

5. Compliance & Process Adherence

Ensure agents follow all regulatory and company guidelines.
Conduct periodic audits and ensure timely documentation and reporting.
Maintain high standards of ethical selling and client servicing.

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