Broking Relationship Manager

Relationship Manager - Health Insurance

Job Description Report to Area Manager / Ass. Zonal Manager / Zonal Manager

The Relationship manager is a critical Individual role responsible for driving business growth, achieving sales targets and ensuring operational efficiency within branches. This role involves managing a sales call with distributors, providing training across partners, enhance customer satisfaction and expand market share. A strong understanding of the insurance industry and communication skills is essential for success in this role.

Responsibilities

• Responsible for channel management in assigned location/ area

• Cultivating and maintaining relationships with broker/ agents / CA

• Conducting training program for assigned branch staff, Broker RM to facilitate the cross selling of PHI products

• Daily / Weekly visits to assigned partners

• Monthly training to assigned partners

• Implementation of sales strategy, Revenue Generation and achieving targets

• Responsible for objection handling and aiding sales process carried out by the department

• Manage retention and focus on Quality Business Qualification & Experience

• Bachelors degree in business, Insurance, Finance or related fields. MBA or relevant postgraduate qualification is preferred •

In depth knowledge of health, life and general insurance products

• Strong analytical and problem-solving skills

• Excellent communication and interpersonal abilities

• Ability to work under pressure and meet target deadlines

• Professional certification in insurance is plus Skills

• Sales strategy Development

• Hiring Business partner

• Customer Relations management

• Insurance product knowledge

• Broker /Advisor Training and development

• Regulatory compliance

• Customer Retention sales techniques & Communication

• Budget management & operational efficiency

• Presentation, problem solving and negotiation

What we offer

• Competitive salary

• Performance based incentive program where there is huge potential to make big money

• Career development opportunities for professional growth and development including training and mentorship programs

• Recognition as a key member of our leadership team