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Relationship Manager- Direct


KYC Solutions


Location

Visakhapatnam | India


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.


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