Roles and Responsibilities
Designation: Relationship Manager, Sr. Relationship Manager, Group Relationship Manager
Function / Department: Direct Channel / Direct Sales
Responsibility: The primary responsibility of the RM/ Sr. RM/GRM is to sell insurance policies by generated / generating leads though internal / external distribution model and serving existing customers or leads that are received from the respective channel for sourcing business.
• Daily monitoring of leads
• Update leads in LMS(learning management system)
• Repost daily activity to supervisor
• Service existing clients
• Maintain assigned renewals data and persistency targets
Job Highlights
• Graduate /Diploma
• Preferably minimum 6 months of experience in life insurance sales management.