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

  M.B.A/PGDM, Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office