Sales Manager - Retail Broking

2 - 6 years

7 - 11 Lacs

Posted:2 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Position Description:
A Relationship Manager (Broking) is primarily responsible for managingrelationships specifically for brokers and driving business through them.

Scope of work:
  • Achieve monthly topline targets
  • Ensure diversification of portfolio into the motor,non-motor, health products
  • Recruitment of and relationship management withbrokers as per target set
  • Ensure month on month activation of brokers as pertargets set
  • Managing daily reports and MIS pertaining to thebranch
  • Monitoring daily receipts, payment and other banktransactions
  • Processing onboarding requests
  • Policy issuance / Cancellation / endorsement
  • Resolve the discrepancies raised by the Underwriterand issue policies at branch level.
  • Coordinate with brokers and agents for policyissuance
  • Analysing and resolving the rejections of policyrelated issues
  • Handling reconciliation
  • Closely monitoring open receipts and recoveries andclosing them on time
  • Handle other operational work
Professional Experience: 2-6 years; GI Experience in agency or broking

Technology Known: Basic Excel

Behavioral Traits Required:
1. Interpersonal Skill
2. Communicational Skills 3. Negotiation Skills 4. Proactiveness 6. Assertiveness
7. Flexible and supportive when situations demands

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Bengaluru Karnataka

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