Job Description

Role/Designation : Relationship Manager

Reporting Manager : City Head

Location : Delhi, Noida, Faridabad, Gurugram, Chandigarh, Karnal, Dehradun, Haridwar.

Roles & Responsibilities:

• Recruiting and Managing team of financial advisors/agents.
• Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis
• Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner
• Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.
• Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time.
• Understanding and aligning with companies policies and ensure full compliance.
• Maintaining the highest level of business hygiene.
• Identifying new approaches to enhance reach and generate more sales in the assigned region.
• Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization.

Desired Profile:

• Education - Full time HSC or Diploma or Graduation.
• Experience - 1+ year of experience in Sales and BD
• Knowledge - In-depth understanding of business context. Understanding of Insurance and Financial products is an added advantage.
• Exposure - Familiarity with all types of insurance plan and financial products (Life, Health, Motor, fire, Property, etc) credit cards, loans, NPS, etc
• Communication - Excellent verbal and written communication skills and ability to liaise with multiple stakeholders.
• IT Skills - Proficient with Microsoft Office Suite or related software.

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