Relationship Manager

Aviva India; Pune District, Mumbai; On-site; INR 300,000 - 420,000; Full time

Job summary

Aviva India in Pune seeks a result-oriented professional to drive insurance product sales through branch channels and to meet retention targets. You will maximize customer contact, analyze opportunities, and handle bank-led leads with referrals from every customer.

The role requires knowledge of the insurance sector, strong communication and selling skills, numerical aptitude, and solid problem-solving abilities. A customer-focused mindset and regulatory awareness are essential.

Qualifications

• Knowledge of the insurance sector, regulations and products of the company and competitors.
• Excellent communication, interpersonal and selling skills.
• Aptitude for financial numbers.
• Strong problem solving skills and decision making ability.

Responsibilities

• Achieve Insurance premium targets through sales distribution channels and retain targets.
• Maximize customer contact and coverage by analysing and assigning opportunities.
• Work on bank-provided leads and generate referrals from every customer visiting the branch.
• Classify customer base based on product usage, income, and socio-economic factors.
• Ensure understanding of internal processes and timely updation of system records with proper documentation checks.

Skills

Insurance knowledge

Communication

Selling skills

Numerical ability

Job description

Job description

Role & responsibilities

• Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on retention targets
• To maximize customer contact and coverage by analysing and assigning opportunities
• Work on assigned leads by the Bank and generate referral from every customer that visits the branch

• To classify customer base on the basis of their product usage pattern, income, and other socio economic and cultural factors
• To ensure understanding of internal processes and timely updation of system records and proper documentation checks

Preferred candidate profile

• Knowledge of the insurance sector, regulations applicable to insurance sector and the Companys and competitors products
• Excellent communication, interpersonal and selling skills.
• Aptitude for financial numbers
• Strong problem solving skills and decision making ability