Senior Relationship Manager

Generali Central Life Insurance Company Limited; Kolkata District; On-site; INR 350,000 - 550,000; Full time

Job summary

Generali Central Life Insurance Company Limited in India seeks an Insurance Sales Advisor to recruit and activate advisors, drive productivity, and expand the customer base.

You will build strong relationships, conduct regular reviews with management, and leverage digital tools to generate revenue while adhering to company policies.

Requirements include a minimum graduate degree and 2–3 years of insurance sales experience; strong communication, leadership, and customer-centricity are essential.

Qualifications

• Minimum graduate with 2–3 years’ experience in insurance sales.
• Experience recruiting and activating advisors as per plan.

Responsibilities

• Recruit and activate advisors monthly as per plan.
• Maintain active advisor productivity per plan.
• Build interpersonal relationships to facilitate work activities.
• Meet with reporting agents regularly to review performance.
• Generate revenue and acquire new customers face-to-face or digitally.
• Review progress with the reporting manager on a weekly basis.
• Attend meetings and training programs conducted by management.
• Ensure two joint calls are made daily.
• Comply with all company policies.

Skills

Lead Generation

Relationship Management

Customer Servicing

Communication

Ownership

Customer Centricity

Achievement/Result Orientation

Drive for results

Education

Minimum Graduate

Tools

Digital tools

Job description

Objective / Purpose

Source Business for the Company

About Us

Generali Central Life Insurance Company Limited (GCLI) is a joint venture between two leading groups: Generali Group- A global insurance group that features among the top 50 largest companies in the world and Central Bank of India – A leading bank in India.

Roles & Responsibilities

• Recruit and Activate advisors as per plan (activation on a monthly basis)
• Ensure Active Advisor productivity is maintained as per the plan.
• Establish interpersonal business relationship to facilitate work activities.
• 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 TA's to SA's and AO's as per the Agency)
• Generate revenue and acquire new customers either face to face or digitally.
• Review with reporting manager on a weekly basis
• Attend all meeting and training programs conducted by management
• Ensure 2 joint calls are made on a daily basis
• 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

Lead Generation Relationship Management & Customer Servicing Communication & Ability to Influence Ownership Customer Centricity Achievement/Result Orientation & Drive for results

Skills

• Negotiation Skills
• Comfortable working with digital tools
• Communication Skills – both face to face and virtually
• Networking Skills
• Team Management Skills
• Business Acumen
• Interpersonal Skills
• Active Listening Skills