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  • Applicants Less than 5 Applicants
  • 2018-03-04

Job Description


Experience: 1- 3 Years in Trading & Broking Industry

Educational details: Graduates / Post graduates

Relationship manager will be the prime responsible person to bring in new clients and generate revenue of the branch. They will make sure that the prospect clients or new entrants get the maximum information regarding the opportunities we offer. Concerned person to market our services to potential market segments and thereby ensuring profit.

Key responsibilities

New client Acquisition

Revenue Generations from existing clients

Client servicing to ensure high customer satisfaction

Supporting Branch Operations

Training new hires

Well versed with various financial Products

Updated with Market Movements and scope.

Responsible for cross selling products of the company

Salary: up to 20,000

Key Skills

Number of Vacancy



Other Bachelor Degree

About hrrecruiterdivya

Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
Work with clients to deliver risk management strategies that fit their risk profiles
Report the progress of monthly/quarterly initiatives to stakeholders
Maintain bookkeeping systems, database and records
Monitor insurance claims to ensure mutual satisfaction
Achieve customer acquisition and revenue growth objectives
Constantly update job knowledge and learn about new products and services
Fulfill all policy requirements

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