Responsibility: The primary responsibility of the Relationship Manager 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 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.