Insurance Broking Job Vacancies in Delhi

Recruitment of Mutual Fund Distributor (Advisor), Business Development (Sales) of Insurance, Mutual Funds

Purpose of Role: The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that received from the channel apart from sourcing business. Convert leads and generate business through leads shared by the organization. Visit potential customers for New Business Grow existing accounts and develop new accounts in order to meet sales & profitability goals establish by the Direct Sales Management Ensure that business targets are met month on month He/she should be able to offer customized insurance solution to the customers for all their financial needs. Ensure all Training modules laid by L&D department are attended & certifications obtained. Direct selling to the customers via appointments (office/Home Visits) Ensure the leads/appointments allocated are attended & reverted within TAT. Ensure self-sourcing Targets are achieved ensure business reporting, MIS on sales call, Lead Utilization and conversion are updated & maintained daily. Ensure that MIS/Reporting Formats are maintained/updated on a regular basis Be an insurance solution provider for our customers Educate the Customer about the company/channel Customer Servicing Ensure strict adherence to Human Resource NormsDecision Scope: To provide correct and complete information on products to all customers that will help transparency and smooth sale of the business. This will ensure that the channel will remain competitive and successful.**CTC we can offer is between 2.2 5 Lac depending upon relevant experience and suitability (Maximum no of candidates would be hired between 2.2-4 Lac CTC, for highly experienced/performers, we can go up to 5 L)

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.

To execute sales strategies to acquire new associate for increasing associate base through: Local Campaign for New Leads Generation .i) Marketing activities ii) Cold Calling iii) Natural market iv) Referencesv) Personal Network & Other Activities. Meet & Address New Assocaite with in 48 hours of such activities Arrange reqular trainings for New & Existing Associates .2.Associate To acquire new associate & provide services to the existing associate To activate inactive & retain active associate . To ensure best service standards are met & delivered at all categories of the associate To contact all mapped assocaite through daily/weekly/monthly calls, regularly To continuously connect with the associate for products trainings To handle after sales service issues and resolving them 3.Product To provide training & Support to associate into various products like General Insurance, Mutual Funds, Life Insurance & Fixed Deposits. To meet product wise volume target To upgrade no. of active associate with 4 by 4 products