Relationship Manager

Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to

generate a bigger prospect base.

Maximize virtual connects with the qualified prospects using various digital platforms along with other social

media platforms.

Adopt need based selling (Tailor make recommendation based on customer's profile) and assist and coordinate

with customers to facilitate smooth policy insurance.

Rigorous and timely follow up on all prospects that are in work in progress stage.

Update prospect information and track performance on lead management system (LMS) / VYMO

Ensure that all procedural requirement for policy issuance are complete and correct.

Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete

information on products to all customers to show transparency.

Decision Scope: To provide correct and complete information on products to all customers that will help

transparency and smooth sale of the business. This will ensure that the channel will remain competitive and

successful.

Daily monitoring of leads

Update leads in LMS system

Repost daily activity to supervisor

Service existing clients

Maintain assigned renewals data and persistency targets

Strong Customer Orientation

Comfortable working on digital platforms

Good Communication Skills- Both face to face and virtually

Strong Interpersonal Skills

Strong Active Listening Skills

Coordination Skills

Time Management Skills

Negotiation Skills

Graduate

0-2 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank

distribution / co-operative bank and channel management / DSA relationship