Mega Walk-In || Relationship Manager-Sales Trainee

JOB DESCRIPTION

Senior Financial Service Manager - Trainee
Relationship Manager-Trainee
Role Title
Function/ Department
BALIC Direct
1. JOB PURPOSE
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
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:
a) Qualifications
Graduate / Masters 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