Relationship Manager

Role/Designation : Relationship Manager

Reporting Manager : City Head

Location : Multiple Regions / Cities

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 companys 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.