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Relationship Manager

Company Name Confidential

Keywords / Skills : Relationship Manager, Sales Officer, Direct sales, Insurance, Financial Consultant, Financial Planning Manager, Insurance Sales Officer

1 - 3 years
Posted: 2018-02-28

Banking/ Financial Services
Sales/ Business Development
Banking, Insurance & Financial Services
Relationship manager
2.00 - 3.00 lacs
Posted On
28th Feb 2018
Job Description

• Search, identify & conduct daily sales calls for financial planning sessions with clients

• Acquire customers and generate the targeted amount of premium - Deliver Complete Product Information to Customers

• Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity

• Cross sell and upsell products to existing customers & build portfolios

• Manage the relationship with customers to ensure persistency & renewals

• Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture

• Ensure the delivery of all S&D and financial KPI defined for the role

• Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company

• Report and highlight any violation of sales, compliance, HR guidelines to superiors

Key Critical Competencies

Communication & Presentation Skills

Interpersonal Skills

Result & Achievement Oriented

Customer & Service Orientation

Initiative & Self direction

Numerical Ability & Logical Reasoning

Planning & Execution

Role Modeling Brand Values


Relationship Management

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