Role & responsibilities

• Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base.

• Maximize virtual connects with the qualified prospects using various digital platforms along with other social media platforms.

• Adopt need based selling (Tailor make recommendation based on customers profile) and assist and coordinate with customers to facilitate smooth policy insurance.

• Rigorous and timely follow– up on all prospects that are in work in progress stage.

• Updateprospect information and track performance on lead management system (LMS) / VYMO

• Ensurethat all procedural requirement for policy issuance are complete and correct.

• Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete information on products to all customers to show transparency. Decision Scope: To provide correct and complete information on products to all customers that will help transparency and smooth sale of the business. This will ensure that the channel will remain competitive and successful .

📌 Relationship Manager (Karnataka)
🏢 Generali Central Life Insurance
📍 Karnataka