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1 Royal Sundaram General Insurance Job

Relationship Manager/ Relationship Officer

2-4 years

₹ 4 - 5L/yr

Nagpur

6 vacancies

Relationship Manager/ Relationship Officer

Royal Sundaram General Insurance

posted 12hr ago

Job Role Insights

Flexible timing

Job Description


Role Purpose

Responsible for complete process of a loan application commencing from customer identification to disbursement and clarifications after disbursement if any in addition to supporting the growth of the branch and ensuring individual revenue targets are achieved consistently.


Key Performance Area

  • Business development customer identification through various sources

• Sales/revenue target achievement

  • Customer relationship management
  • Documentation and quality of customers
  • Overall customer experience

Major Tasks/activities Business development and sales process

  • Conducting events and activities for improved branding and customer awareness as directed by branch managers
  • Connecting and developing better relationship for sourcing business from o Builders o AR o DSA o Other channels or direct o Participating in marketing events
  • Meeting prospective customers to understand the requirements clearly
  • Articulating feasible solutions including creating awareness/ educating customers about the benefits of the solution
  • Following up on the leads regularly to understand interest levels and sharing/collecting all necessary documentation for application processing as per the operating guidelines
  • Coordinating with customer and internal teams such as legal/technical/credit/disbursement etc team for appraisals, sanctions and disbursements as required
  • Updating the customer on the application status periodically

  • Developing positive and professional relationship with the customer to enable cross selling, getting referrals and other business opportunities
  • • Supporting the BDA/Direct selling team in knowledge sharing and imparting trainings whenever required • Participating in team meetings and reviews periodically
  • • Preparing and sharing status of leads, activity, application process, disbursement etc

Others

  • Any other tasks which will be required to be performed from time to time as per the instructions

Educational Qualification

  • Graduation in any discipline

Experience

  • 2+ years of experience in selling of home loan/non home loan/construction finance products/related companies preferably

Skills

  • Sound understanding of home loan products
  • Market understanding including products/policies of competitors
  • Excellent communication skills with a reasonable proficiency in the local language
  • Proven ability to develop and manage networking/relationship internally and externally
  • Good negotiation skills
  • Demonstration of high degree of perseverance and resilience

Employment Type: Full Time, Permanent

Read full job description

Prepare for Relationship Manager roles with real interview advice

Top Royal Sundaram General Insurance Relationship Manager Interview Questions

Q1. What are types of product will sale of this company
Q2. Why do not third-party claims to RoyalSundram general insurance company?
Q3. What is working without IRDA Qualified exam?
View all 7 questions

What people at Royal Sundaram General Insurance are saying

4.9
 Rating based on 7 Relationship Manager reviews

Likes

Good environment, everyone is good

  • Salary - Excellent
  • +4 more
Dislikes

Good environment , nothing to dislike

Read 7 Relationship Manager reviews

Relationship Manager salary at Royal Sundaram General Insurance

reported by 10 employees
₹3 L/yr - ₹5.2 L/yr
19% less than the average Relationship Manager Salary in India
View more details

What Royal Sundaram General Insurance employees are saying about work life

based on 707 employees
55%
76%
50%
100%
Flexible timing
Monday to Friday
Within city
Day Shift
View more insights

Royal Sundaram General Insurance Benefits

Submitted by Company
Soft Skill Training
Job Training
Health Insurance
Education Assistance
Submitted by Employees
Free Food
Health Insurance
Job Training
Work From Home
Soft Skill Training
Cafeteria +6 more
View more benefits

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