Relationship Officer @ Skywings Advisors

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Relationship Officer

Skywings Advisors
1 to 6 Yrs
Allahabad
4 years ago
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Job Description

We Are Hiring for Direct Channel for leading insurance(Life) company,

Location: Allahabad

Post-Sr. Relationship Manager

CTC- up to 4LPA +inc +rem

Purpose of Role:The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads
though retail distribution model and serving existing customers or leads leads that received from the channel apart
from sourcing business

Job Responsibilities:

Daily monitoring of leads
Update leads in LMS system
Repost daily activity to supervisor
Service existing clients
Maintain assigned renewals data and persistency targets
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.
Update prospect information and track performance on lead management system (LMS) / VYMO
Ensure that 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.

What you must have

Graduate
0-2 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank

distribution / co-operative bank and channel management// DSA relationship

interested candidates can share their resumes at***********3@gm**l.comcontact no: 8218838***

Regards,

sukhpreet

Employement Category:

Employement Type: Full time
Industry: Insurance
Role Category: Sales / BDPre-Sales
Functional Area: Not Applicable
Role/Responsibilies: Relationship Officer

Contact Details:

Company: Skywings Advisors
Location(s): Allahabad

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Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

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Skywings Advisors

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Relationship Officer @ Skywings Advisors

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