Relationship Manager

Title Relationship Manager
Company A Leading Insurance Company
Role Sales / BD / Marketing / Branding Location "Lucknow"
Openings 10 Experience 1 to 4 years
Education "{Any Graduates}" , "{Post Graduates}"
Skills NA

Job Priority Normal Employment Type Permanent

Salary Range Rs. 2.20 to 2.50 Lakh per Year

Job Description
Candidate should be Graduate
1-4 yrs of experience
Knowledge of Direct Sales
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 persist ency & 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