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Relationship Manager ( Insurance and Financial Products)
Relationship Manager ( Insurance and Financial Products)
Confidential 's logo

Relationship Manager ( Insurance and Financial Products)

Human Resources's profile picture
Posted by Human Resources
1 - 5 yrs
₹1L - ₹4L / yr
Mumbai
Skills
Sales
Business Development
Life insurance
Health insurance
Financial services
Customer Retention
Relationship building

Role/Designation  : Relationship Manager

 

    Reporting Manager        : City Head         

                                                                                          

Location                            : Multiple Regions / Cities

    

    Roles & Responsibilities:

·       Recruiting and Managing team of financial advisors/agents.

·       Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis

·       Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner

·       Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.

·       Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time.

·       Understanding and aligning with company’s policies and ensure full compliance.

·       Maintaining the highest level of business hygiene.

·       Identifying new approaches to enhance reach and generate more sales in the assigned region.

·       Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization.      

 

Desired Profile:

·       Education - Full time HSC or Graduation.

·       Experience - 1+ year of experience in Sales and BD

·       Knowledge - In-depth understanding of business context. Understanding of Insurance and Financial products is an added advantage.

·       Exposure - Familiarity with all types of insurance plan and financial products (Life, Health, Motor, fire, Property, etc) credit cards, loans, NPS, etc

·       Communication - Excellent verbal and written communication skills and ability to liaise with multiple stakeholders.

·       IT Skills - Proficient with Microsoft Office Suite or related software. 

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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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About Confidential

Founded :
2023
Type :
Services
Size :
0-20
Stage :
Bootstrapped

About

We are hiring for multiple clients

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Candid answers by the company

What does the company do?
What is the location preference of jobs?

We are hiring for multiple clients

Company social profiles

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