KYC Solutions
Location
Vizianagaram | India
Job description
Hi All,
Please find the job description and interested candidates share your resumes
Position: Relationship Manager, Sr. Relationship Manager, Key Relationship Manager
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 description:
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 customer's 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.
NOTE:REFER YOUR FREINDS
Thanks & Regards
M Swetha
KYC Solutions
+91-8247712065
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Job tags
Salary