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Key Relationship Manager

Key Relationship Manager

ConfidentialLucknow
30+ days ago
Job description
  • 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 customer s 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.
  • Educational Qualification

    Minimum Graduate

    Experience

    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

    Skills Required

    Lms, Sales Management, Retail, Relationship, Channel Management

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    Relationship Manager • Lucknow

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