Relationship Manager

Kaabil; Mumbai; On-site; INR 300,000 - 600,000; Full time

Job summary

A leading financial services company in Mumbai is seeking a dynamic candidate to drive lead generation and sales for Life Insurance products. Responsibilities include establishing relationships with bank staff, engaging high net worth clients, and training staff on Annuity and Protection plans. The ideal candidate is a Graduate/Post Graduate, fluent in English and a regional language, aged 20-30, preferably with their own conveyance.

Qualifications

• Good communication skills – English & regional language (mandatory).
• Age group: 20-30 years.
• Preferably has own conveyance.

Responsibilities

• Lead generation at account opening/service calls.
• Establish and strengthen relationships with cluster head & staff.
• Involvement in worksite activities.
• Engaging with HNI clients for one-on-one selling.
• Closing sales and following up on issuance.
• Increase customer awareness about Life Insurance.
• Drive reward and recognition programs for bank staff.
• Train bank staff on Annuity and Protection plans.

Skills

Excellent communication

Interpersonal skills

Selling skill

Problem solving skills

Decision making ability

Education

Graduate / Post Graduate in any discipline

Job description

Job Summary

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.

Key Responsibilities

• Lead generation at the time of account opening/service call being made to the customer
• Establishing & strengthening relationship with Cluster head & staff to gain mind share from them on protection and Annuity
• Involvement in work site activities (putting up stalls and making presentations in corporate).
• Working, engaging and connecting with HNI clients for one on one selling
• Closing sale and following up on issuance.
• Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
• Drive effectively the Reward and recognition programs launched for the bank staff.
• Train the bank staff regularly on Annuity and Protection plan

Key Skill

• Excellent communication, interpersonal and selling skill
• Strong problem solving skills and decision making ability

Minimum / Specific Experience

Graduate / Post Graduate in any discipline

Good communication skills – English & regional language (mandatory)

Age group: 20-30 years

Preferably has own conveyance

Location

Borivali, Thane and Vashi