Relationship Manager Insurance Agent Insurance Executive Insurance Management
To deliver the desired revenue target numbers
Cross-Selling to existing customers & Acquisition of new customers
Financial planning of the customer
To provide solutions to the Customers financial needs
To systematically execute the sales process to facilitate delivery of revenue targets
Preparing and maintaining Sales Call reports and all relevant MIS
To identify potential HNI clients through referral networks
To execute monthly sales plan to acquire large prospective clients and ensure regular contact
with all mapped clients through regular weekly / monthly Calls.
Daily tracking of personal meeting with Clients
To ensure 100% client penetration for business sourced by building relationships & enabling
increase in share of wallet & revenues.
Promote all the product lines offered by the company MF, Broking (Equity, Commodities, and
Currency), Corporate FDs, Insurance (Life and Non-Life), Mortgage Solutions and Real Estate.
Experience : 1 - 7 Years
No. of Openings : 15
Education : Professional Degree
Industry Type : Insurance / Claims
Gender : [ Male / Female ]
Job Country : India
Get Noticed By Top Recruiters
Become a Premium Job Seeker
499/- for 3 months
Pay NowBajaj Allianze
ConnectIN Jobs Global
Switch my loan
ConnectIN Jobs Global
Protostar Multiiservices
R S Group
ConnectIN Jobs Global
ConnectIN Jobs Global
Coverfox Insurance Broking Pvt Ltd
Bajaj Allianz Life Insurance Company
BAJAJ ALLIANZ LIFE INSURANCE
Agni Rural Welfare Society
ConnectIN Jobs Global
Lic of India
Skywings Advisors Private Limited