Job Summary Incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of life health and general insurances.
Relationship Manager duties and responsibilities
- Offering mainly insurance Products, a wide range of insurance Financial Services and insurance Wealth Management Solutions to retail investors, Institutions, Corporations, High-Net Worth Individuals and Families.
- Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile
- Selling Mutual funds, health insurance / life insurance / general insurance services and insurance related product & services - Responsible for building AUM and revenue generation as per company benchmarks
-Responsible for meeting & crossing sales targets
- Ensuring high quality service and key Customer Relationship Management
- Comply with KYC/ IRDAI rules, regulations and legislation Required
- Product knowledge
- Result oriented
- Prospecting and closing skills &Technical; skills :-
- Good working knowledge in MS-OFFICE
- Effective PPT presentations in POWER POINT
- Internet savvy
Job Type: Full time
Pay: ₹25,000.00 - ₹35,000.00 per month
Benefits:
- Health insurance
- Leave encashment
- Provident Fund
Ability to commute/relocate:
- Bhilai, Chhattisgarh: Reliably commute or planning to relocate before starting work (Required)
Education:
- Master's (Required)
Experience:
- total work: 1 year (Preferred)
- Sales: 1 year (Preferred)
- Management: 1 year (Preferred)