Relationship Manager

JOB DESCRIPTION
Senior Financial Service Manager - Trainee
Relationship Manager-Trainee
Role Title
Function/ Department
BALIC Direct
1. JOB PURPOSE
(Summarize in one statement because the job exists; and how it contributes to the overall objective of the
company)
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To plan and achieve business targets in the area productivity, new premium, persistency. Take
responsibility for scanning the market for emerging opportunities. To promote a customer centric
culture among both staff and field force.
2. PRINCIPAL ACCOUNTABILITIES
(Accountabilities associated with the Job)
Responsible for target achievement of Life Insurance.
Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer
needs to establish a client centric business environment, proposes and implements solution. Cross
sales, try to up sells and timely renewal of client’s insurance requirements
Responsible for increasing share of business by offering entire range of products by achieving Monthly,
Quarterly and Annual target.
Optimal use of given lead on daily basis & Achieving cost efficient operation.
Managing product mix, persistency, Lead Conversion% etc
Managing accurate maintenance & updating database.
Achieving goal sheet & contest achievement on weekly basis.
3. SKILLS AND KNOWLEDGE:
(Minimum acceptable proficiency for this job which best indicates the education and/or experience
requirements of this job and not the incumbent)
a) Qualifications
▪ Graduate / Master’s in business administration/ post- graduation in any stream.
Communication in English, Hindi & other Regional Language (Local candidate will be preferred)
Keen to work in a highly competitive environment.
Right attitude & never – say- die mind-set.
Effective planning, time management and organizational skills
Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution
leveraging business knowledge and technical aptitude.
4. COMPENSATION OFFERED:
Graduate: 3.0 Lakhs + Incentives
Postgraduate: 3.5 Lakhs + Incentives