Relationship Manager

Calitate

Broad role :

Managing Channel Partner / Driving business through partners and their agents

• Excellent Communication and relationship building Skills required

• Knowledge of mutual funds is an added advantage

• Years of Experience – 2 - 6 years

Build strong relationship with the Partner ( EBL Personal Wealth Advisory ) leaders and teams below ( ZHs / RHs / BMs ) . Ensure smooth relationship with th Insurance SPOCs .Generate sub-broker meetings from them.

Train the partners and their sub-brokers regularly on various new products and initiatives

Drive sales of insurance products through the sub-brokers by explaining them on the various benefits for them and their clients.

Organize catch-up meetings with partners and their clients to introduce life products in their portfolios.

Activate maximum number of RMs and their sub-brokers for insurance sales on a monthly basis

Achieve annual business targets

Service Management –Provide excellent service to the sub-brokers and EBL teams on their cases to increase their wallet share of our products.

Login the cases on time by completing all documentation

Ensure smooth issuance of all cases from start to finish

Maintain and increase persistency of the cases sold

MIS/Business Support

Prepare and send daily report on meetings and sales numbers to all stakeholders

Track the status of logged in policies in the central MIS

Update on the tasks assigned for driving focused business through the task MIS

Maintain and update the persistency data of the assigned cases

• Experience

  2 - 3 Years

• No. of Openings

  4

• Education

  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