Relationship Manager - Direct Sale @ Paneliq Technologies

Job Description

Relationship Manager (FLS) Direct

Details of the Position

Position: Relationship Manager, Sr. Relationship Manager, Key Relationship Manager

Direct Reports: Business Manager / Area Manager

Function / Department: Direct

Purpose of Role: The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads though
retail distribution model and serving existing customers or leads leads that received from the channel apart from
sourcing business

What you get to do here

Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a
bigger prospect base.

Maximize virtual connects with the qualified prospects using various digital platforms along with other social media
platforms.

Adopt need based selling (Tailor make recommendation based on customers profile) and assist and coordinate with
customers to facilitate smooth policy insurance.

Rigorous and timely follow up on all prospects that are in work in progress stage.

Update prospect information and track performance on lead management system (LMS) / VYMO

Ensure that all procedural requirement for policy issuance are complete and correct.

Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete
information on products to all customers to show transparency.

Decision Scope: To provide correct and complete information on products to all customers that will help transparency
and smooth sale of the business. This will ensure that the channel will remain competitive and successful.

Day to Day Deliverables

Daily monitoring of leads

Update leads in LMS system

Repost daily activity to supervisor

Service existing clients

Maintain assigned renewals data and persistency targets

What you must have

Must be a Graduate

0-2 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank
distribution / co-operative bank and channel management / DSA relationship.

What you need to bring to the table

Strong Customer Orientation

Comfortable working with digital platforms

Good Communication Skills- Both face to face and virtually

Strong Interpersonal Skills

Strong Active Listening Skills

Coordination Skills

Time Management Skills

Negotiation Skills

Employement Category:

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Keyskills:   direct sales field sales insurance sales life insurance