Virtual Relationship Manager

3 - 5 years

0 Lacs

Posted:1 day ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Purpose of the Job:
Retail business through Virtual Non Face to Face customer acquisition and Life Insurance Sales through Digital communication.Responsibilities: Expertise in Life Insurance, Wealth Management & Virtual Sales. Sales Lead Tracking & Lead Management. Build long-term relationships with new and existing customers for Lead to conversion and after sales management.MIS/Business updates to the channel with effective time management.Virtual Sales & Non Face to Face Sales management. Life Insurance Product comparison & Product analysis skills.Knowledge Required:Insurance industry knowledge/NR Segment experience will be added advantage. Basic Knowledge of Equity, Debt and Financial services products offered to HNI Clients - Understanding of Wealth Basket. Monthly sales achievement /Login to lssuance tracking with Operation, Underwriting for time Issuance/conversion of sales.Strong Industry expertise & willing to Learn International Financial services space. Proficiency in MS Office (Excel, Word, PowerPoint) and CRM experience English (Mandate)Skills Required:Strong interpersonal communication and Sales skills, acumen to manage NRI Sales in different time zone Time management, planning and reporting skills Prior experience with sales - Life - Banking - Virtual or online sales.Professional Experience: Minimum 3 - 5 years' experience in BFSI / Life insurance / wealth management Banking / Life Insurance Direct Sales experience.Education/Professional Qualifications /Certifications:Any Graduate / Master's degree.

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