Field Sales - Relationship Manager - L2 - Mumbai 3 (Andheri)

Role -

Relationship Manager,Wealth Channel - Field Sales

(L4)

Experience3-7yrs




Job brief

We are looking for a competitive Insurance Agent to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.

The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation.

Responsibilities

Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones

Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc

Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria

Work with clients to deliver risk management strategies that fit their risk profiles

Report the progress of monthly/quarterly initiatives to stakeholders

Maintain bookkeeping systems, database and records

Monitor insurance claims to ensure mutual satisfaction

Achieve customer acquisition and revenue growth objectives

Constantly update job knowledge and learn about new products and services

Fulfill all policy requirements.

Requirements and skills :

Proven working experience as an Insurance Agent or relevant experience

Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)

Basic computer knowledge and statistical analysis

Proven ability to work with goals

Demonstrated ability to communicate, present, influence and sell effectively

Experience in delivering client-focused solutions and in creating long-lasting relationships

Graduate

Proven working experience as an Insurance Agent or relevant experience

Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)

Demonstrated ability to communicate, present, influence and sell effectively

Experience in delivering client-focused solutions and in creating long-lasting relationships.