Direct Marketing - Relationship Manager
Aditya Birla Financial Shared Services · Jalandhar · onsite · Posted 52d ago
About a minute. You'll make an account on the way through.
About this role
1) Job Purpose
To derive Insurance Business. To ensure all the pre and post-sales support and services to the clients. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.
2) Principal Accountabilities
Accountability
Supporting Actions
Achieve Targets related to Premium and NOP in order to contribute in overall growth of the company
1. Get leads as per targets decided.
2. Periodically monitor and review performance on the assigned top line and health parameters
3. Get the sales process, lead conversion and closure of sale
Executes smooth function of the sales and other processes in order to maximise business potential.
1. Communicate any process change or change in any rules and regulations by the help of different training module.
2. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks
Execute the right method of business acquisition in order get the profitable mix for the organisation
1. Scrutinise the business on regular basis and give the relevant information to superiors
2. Achieve Persistency targets as per the company norms so that renewals take place on time
3. Take corrective actions related to persistency and health
3) Relationships (If Applicable)
Internal
Frequency
Nature
Support Executives
Trainers
Issuance Coordinator
Client Service
Daily
Monthly
Daily
As and When Required
To Log-in and receipting Policies.
For arranging trainings for self as well as for the relationships.
To Ensure the policies are Issued on time.
Service-related issues.
External
Frequency
Nature
Relationship
Daily
Business Development and to ensure the smooth sailing,
4) Desired Candidate Profile and Experience
a) 25 years of experience in Bancassurance sales (Life Insurance)
b) Hands on experience in generating business through Partnerships/Self Sourcing/Referrals
c) Strong understanding of customer profile
d) Generate insurance leads through referrals, branch walkins, customer data mining
Sourced from naukri