Relationship Manager

Designation: Relationship Manager 

Job Purpose:

  To offer customized insurance solution to the customers for all their financial needs and act as an interface between customer and company.

Key Responsibilities:

•  To direct sell to the customers via appointments ( Office/ Home visits). 
• To ensure that leads/ appointments allocated by the call center are attended and revenue is generated 
• To ensure Self Sourcing Targets are achieved 
• To ensure business Reporting, MIS on sales call ( LMS) , Lead Utilization and conversion are updated and maintained on a daily basis

Experience Required : Minimum 1 years of banking, insurances experience (or) Life Insurance Direct Sales experience preferred.