Desired Candidate Profile
Fresher Graduate or MBA having 0 months to 2 years of experience into sales.
Excellent communication skill with pleasant personality.
Candidates from Life Insurance, Banking and Financial Institutions CASA, Recent Advisors, Financial Consultants, NBFC’s, Banks will be preferred
Age should be between 24-32 years.
Job Description
The role of Relationship Manager would be: -
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 up sell 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
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 up sell 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
Company Profile
Leading Fortune 500 listed Life Insurance Company
Contact Details
Interested candidates send your resume on pryas@live.in
For more details:
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