Relationship Manager / Senior Relationship Manager

Role & responsibilities

• Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on retention targets
• To maximize customer contact and coverage by analysing and assigning opportunities
• Work on assigned leads by the Bank and generate referral from every customer that visits the branch
• To classify customer base on the basis of their product usage pattern, income, and other socio economic and cultural factors
• To ensure understanding of internal processes and timely updation of system records and proper documentation checks

Preferred candidate profile

• Knowledge of the insurance sector, regulations applicable to insurance sector and the Companys and competitors’ products
• Excellent communication, interpersonal and selling skills.
• Aptitude for financial numbers
• Strong problem solving skills and decision making ability