Relationship Manager

Generali Central Insurance; Indore District; On-site; INR 350,000 - 550,000; Full time

Job summary

Generali Central Insurance in Indore seeks a Relationship Manager to recruit and activate sales advisors, monitor their productivity, and build strong client relationships. The role involves driving revenue growth, conducting regular reviews with management, and guiding advisors through their career progression within the agency.

The ideal candidate has 2–3 years in insurance sales, strong communication and negotiation skills, and proficiency with digital tools to engage customers and partners.

Qualifications

• Minimum Graduate.
• Minimum 2-3 years experience, preferably in Insurance Sales.

Responsibilities

• Recruit and activate advisors as per plan and activation on a monthly basis.
• Maintain active advisor productivity as per plan and monitor progress.
• Establish interpersonal business relationships to facilitate work activities.
• Conduct meetings with reporting agents to evaluate performance and advise on Career Progression.
• Generate revenue and acquire new customers face-to-face or digitally.
• Review with reporting manager on a weekly basis and attend trainings.

Skills

Communication

Customer Orientation

Industry Knowledge

Interpersonal Skills

Negotiation Skills

Networking Skills

Team Management

Business Acumen

Active Listening

Education

Graduate

Tools

Digital Tools

Job description

Objective / Purpose

Source Business for the Company

About Us

1. Recruit and Activate advisors as per plan (activation on a monthly basis)
2. Ensure Active Advisor productivity is maintained as per the plan.
3. Establish interpersonal business relationship to facilitate work activities.
4. Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency)
5. Generate revenue and acquire new customers either face to face or digitally.
6. Review with reporting manager on a weekly basis
7. Attend all meeting and training programs conducted by management
8. Ensure 2 joint calls are made on a daily basis
9. Comply with all the policies and procedures laid down by the company

Educational Qualification

Minimum Graduate

Experience

Minimum 2-3 years experience, preferably in Insurance Sales

Competencies

• Communication verbal and non verbal
• Customer Orientation
• Industry Knowledge
• Interpersonal Skills
• Negotiation Skills
• Networking Skills

1. Negotiation Skills
2. Comfortable working with digital tools
3. Communication Skills - both face to face and virtually
4. Networking Skills
5. Team Management Skills
6. Business Acumen
7. Interpersonal Skills
8. Active Listening Skills

Title: Relationship Manager