Relationship Manager

Role/Designation : Relationship Manager

Reporting Manager : City Head

Location : Multiple Regions / Cities

Roles & Responsibilities:

 Recruiting and Managing team of financial advisors/agents.

 Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on

regular basis

 Training the financial advisors/agents on our app for servicing their customers in most efficient and

effective manner

 Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.

 Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to

time.

 Understanding and aligning with company’s policies and ensure full compliance.

 Maintaining the highest level of business hygiene.

 Identifying new approaches to enhance reach and generate more sales in the assigned region.

 Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products

as and when introduced by the organization.

Desired Profile:

 Education - Full time HSC or Graduation.

 Experience - 1+ year of experience in Sales and BD

 Knowledge - In-depth understanding of business context. Understanding of Insurance and Financial

products is an added advantage.

 Exposure - Familiarity with all types of insurance plan and financial products (Life, Health, Motor, fire,

Property, etc) credit cards, loans, NPS, etc

 Communication - Excellent verbal and written communication skills and ability to liaise with multiple

stakeholders.

 IT Skills - Proficient with Microsoft Office Suite or related software.