Relationship Manager - Life Insurance Job in Gennext India Private Limited

Roles and Responsibilities

Position Requirements:

Qualification:Any Graduate/ Post Graduate

Experience:3+ year

Responsibilities:

Relationship Management :

• Build strong relationship with the Partner ( EBL Personal Wealth Advisory ) leaders and teams below ( ZHs / RHs / BMs ) .
• Ensure smooth relationship with the EBL Insurance SPOCs .
• Generate sub-broker meetings from them.
• Train the partners and their sub-brokers regularly on various new products and initiatives.

Business Development :

• Drive sales of insurance products through the sub-brokers of Edelweiss
• Broking by explaining them on the various benefits for them and their clients.
• Organize catch-up meetings with partners and their clients to introduce.
• Edelweiss Tokio life products in their portfolios.
• Activate maximum number of RMs and their sub-brokers for insurance sales on a monthly basis.
• Achieve annual business target.

Service Management:

• Provide excellent service to the sub-brokers and EBL teams on their cases to increase their wallet share of our products.
• Login the cases on time by completing all documentation

Channel Management

• Ensure smooth issuance of all cases from start to finish.
• Maintain and increase persistency of the cases sold

MIS/Business Support

• Prepare and send daily report on meetings and sales numbers to all stakeholders
• Track the status of logged in policies in the central MIS
• Update on the tasks assigned for driving focused business through the task MIS
• Maintain and update the persistency data of the assigned cases

Desired Candidate Profile

Skills:

• Self motivated and self starter.
• Managing Channel Partner / Driving business through partners and their agents
• Good communication skills and interpersonal skills.
• Knowledge of mutual funds is an added advantage
• Client acquisition and retention skills.
• Candidates from life insurance are preferred.

So Let's Connect Further To Discuss The Opportunities And Send Us Your Updated Resume Along With The Required Details As Listed Below.