Relationship Manager

People Facilities LLP

Urgent hiring for DM and RM In CAT Axis Channel for Life Insurance company

CTC Up to 5 LPA

Locations: Mumbai Raipur Jamshedpur Lucknow Kanpur Barielly Kolkata Rajkot Durg

KEY RESPONSIBILITIES

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Service through relationship management

Establishing and strengthening relationship with the allocated customer base.

Ensure retention of his/her allocated Book of Relations (existing customer database).

Act as single point of contact for customers for any customer walk-in/query/complaint.

Identify financial goals of customers and providing financial planning assistance.

Competition Analysis for giving professional advice to customer

Fix self-appointments every day from the given customer database as per the campaign

Sales

Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins

MEASURES OF SUCCESS

TAT adherence for updating System - CSG

Successful completion of cross-sell/ up-sell Business Goals month on month

Collection of payment/premium from 91-180 days due policies

Complaint Resolution /Customer satisfaction

Achievement of Retention Targets

> 45 unique customer meetings in a month

More than 90% attendance (of total working days)

Successfully score >=80% in the Functional Trainings imparted

DESIRED QUALIFICATIONS AND EXPERIENCE

Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

Minimum 6 months exposure to Life Insurance

Age Bracket: 25-36 years

Must own a conveyance

KNOWLEDGE / SKILLS / ABILITIES

Process & Result orientation

Customer centricity & relationship building

Basic Computer Knowledge.

Good communication skills- English and regional language

• Experience

  1 - 3 Years

• No. of Openings

  2

• Education

  Any Bachelor Degree, M.B.A/PGDM

• Role

  Relationship Manager

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office