Job Description
Designation
|
Relationship
Manager
|
Reporting
to
|
Business
Development Manager
|
Location
|
Mumbai
|
Function
|
Sales
|
No of
people reporting
|
-NA-
|
Position
|
No of position
|
Location
|
Interview date
|
Time
|
Relationship Manager (Direct
Channel)
|
8
|
Goregaon (Mumbai)
|
Daily Walkins
|
Monday to Friday (11
am to 5 pm)
Saturday ( 10 am to 2
pm)
(Except 9th and
10th September)
|
Relationship Manager (Direct
Channel)
|
7
|
Ghatkopar (Mumbai)
|
Daily Walkins
|
Monday to Friday (11
am to 5 pm)
Saturday ( 10 am to 2
pm)
(Except 9th and
10th September)
|
Relationship Manager (Direct
Channel)
|
8
|
Pune
|
Daily Walkins
till 7th- Sept-16 ( We would be travelling to Pune on 9th and 10th and
would want to conduct the final round of interviews for the shortlisted
candidates then
|
10 am to 3 pm
|
KEY PURPOSE
To uncover and explain the need for LIFE INSURANCE products to customers
and sell the appropriate product and amount of 'protection' and 'savings' plans
to them
KEY RESPONSIBILITIES
- Search, identify &
conduct daily sales calls for financial planning sessions with clients
- Acquire customers and
generate the targeted amount of premium - Deliver Complete Product
Information to Customers
- Monitor & fulfill
prospect and customer leads provided by the company for new business or
cross sell opportunity
- Cross sell and upsell
products to existing customers & build portfolios
- Manage the relationship with
customers to ensure persistency & renewals
- Ensure adherence to all
sales systems, operational, underwriting, compliance guidelines &
ensure accurate data capture
- Ensure the delivery of all
S&D and financial KPI defined for the role
- Ensure adhere to the defined
sales process, AML & KYC guidelines, code of conduct & rules of
the company
- Report and highlight any
violation of sales, compliance, HR guidelines to superiors
Key Critical Competencies
Communication & Presentation Skills
Interpersonal Skills
Result & Achievement Oriented
Customer & Service Orientation
Initiative & Self direction
Numerical Ability & Logical Reasoning
Planning & Execution
Role Modelling Brand Values
KEY SKILLS/KNOWLEDGE
Relationship Management
Profile
B.Sc. / Engg. / B.Com. Graduates (Male & Female)/MBA/
Post Graduates from reputed institutes with academic background.
Preferred Industry –
Financial Services – MNC Banks (Liabilities, Mortgages), Broking Firms,
Corporate Agencies and DST’s of MNC Banks, Insurance Cos
Years of experience –
1-3 years (Post Graduates)
2– 4yrs (Graduates)
AdAdvantages:
- We
offer you an opportunity to work for one of the world's largest financial
services group as a full time employee
- We
offer you an extensive training & development programme to build your
technical and leadership skills
- We
offer you a rewarding experience with best in class compensation
- We
offer you an exciting variable compensation programme which rewards you on
among other things:
1.
Customer Acquisition
2.
Premium Generation
3.
Persistency & Renewals
4.
Portfolio Growth
- We
offer you the best in class technology platforms to help you drive &
improve your performance
1.
Customer Relationship Management System to help track and manage
your relationships and portfolios
2.
Sales & Distribution Systems for managing your leads, personal
goals, performance and development programs
- We
offer marketing and database support to help you maximise your
productivity
Contact Immediately Rahul +9199304 21940
Send
resume on impacthrkms@gmail.com
When
applying for Job please do specify the SR NO
