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Relationship Manager

Keywords / Skills : BFSI, Insurance, Life Insurance Sales, Bfs, Banking, Life Insurance Agent, Bank, HDFC, Aditya Birla

2 - 3 years
Posted: 2019-11-08

Banking/Accounting/Financial Services
Sales/Business Development
Banking, Insurance & Financial Services
Relationship Manager
Master OF Business Administration (MBA)
0.00 - 3.50 lacs
Posted On
8th Nov 2019
Job Ref code
Job Description
· Will be responsible for achieving monthly sales target assigned:

1. NOP

2. FYP

3. Persistency

4. Customer complaint

· Responsible for customer complains & need to be resolved in the specific TAT & Ensure quality customer service is delivered

· Penetration of LI to existing and new customers.

· Employee has to build the smooth-professional relationship with the respective Branch Manager & with the Branch employees.

· In the open Architecture Scenario its very essential to built the strong relationship with the Banca partners

Key Expectations:

· To Handle Bank customers requirements with the best services and products ranges

· To make our self equipped with insurance and Bank Products knowledge

· To manage the relationship at all the levels to have the desire out-puts.

· Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module to Banca Partners

· Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling

About Company

Founded in 2012, Jobs Cruze Consultancy is a young company located in Pune. The youth and the experienced, we are the perfect balance in terms of our team. Highly experienced recruiters and trainers are our pillars. We believe in Job for everyone.
Our strive to deliver the best is what makes us different though being in the long known industry.
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