Relationship Manager Sales

Key Skills

Verbal and Written Communication Skills Emailing & Presentation Skills Analytical Skills Sales

Job Description

JOB DESCRIPTION:

Job Summary

Incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of life ,health and general insurances

Responsibilities and Duties

- Offering mainly insurance Products, a wide range of insurance Financial Services and insurance Wealth Management Solutions to retail investors, Institutions, Corporations, High-Net Worth Individuals and Families.

- Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile

- Selling health insurance/life insurance/ general insurance services and insurance related product & services

- Responsible for building AUM and revenue generation as per company benchmarks

- Responsible for meeting & crossing sales targets

- Ensuring high quality service and key Customer Relationship Management

- Comply with KYC/ IRDAI rules, regulations and legislation

Required Experience, Skills and Qualifications

Qualification : Graduate/ Post Graduate/ MBA

Strengths :-

- Good verbal/written communication – both English and hindi

- Product knowledge

- Result oriented

- Prospecting and closing skills

Technical skills :-

- Good working knowledge in MS-OFFICE

- Effective PPT presentations in POWER POINT

- Internet savvy
  • Experience

    0 - 3 Years

  • No. of Openings

    10

  • Education

    M.B.A/PGDM

  • Role

    Sales Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Omega Financial

With the vision to make financially independent and responsible investors. Omega Financial is committed to remain trusted and unbiased resource for all our clients. The dynamic nature of financial services industry and the world has increased the complexity of the financial planning needs. We are dedicatedly offering unbiased guidance of all investors, seeking to partner with advisors who could help them to win financial challenges.
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