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Relationship Advisor

Mosahay Associate Pvt Ltd

  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Andheri East Mumbai
Insurance Broking Insurance Sales Insurance Marketing
A Relationship Manager in the Insurance Sector, Agency Channel Creation role focuses on building and maintaining relationships with insurance agents and brokers to develop a robust agency network, driving new business through them by promoting the company's insurance products while ensuring excellent customer service and meeting sales targets within the agency channel. Key Responsibilities:Agency Recruitment and Development:Identify and recruit potential insurance agents and brokers to expand the agency network. Conduct thorough training programs to educate agents on company products, sales processes, and compliance guidelines.Regularly monitor and evaluate agent performance to provide feedback and coaching for improvement. Relationship Management:Establish strong, long-term relationships with key decision-makers within agency partners. Actively engage with agents through regular communication, visits, and support to understand their needs and challenges. Address concerns and resolve issues promptly to maintain positive relationships. Sales and Business Development:Develop and implement strategic sales plans to achieve agency channel sales targets. Promote new product launches and cross-selling opportunities to agents and their clients. Conduct sales presentations and product demonstrations to educate agents about the benefits of the company's insurance offerings. Lead Generation and Conversion:Collaborate with agents to identify potential leads and generate new business opportunities. Provide support to agents in qualifying leads and converting them into paying customers. Compliance and Reporting:Ensure agents adhere to all regulatory compliance standards and company policies. Track and analyze sales data to identify trends and areas for improvement. Regularly report on agency channel performance to senior management. Required Skills and Qualifications:Proven experience in insurance sales, preferably within an agency channel.
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  • 0 - 4 yrs
  • Cuffe Parade Mumbai
Stock Market Equity Advisor Sales Manager Equity Sales
DescriptionProfiling clients by conducting an in-depth review of the client's financial requirements, analyzing equity portfolios, and recommending suitable portfolios as per their risk profile.Communicating with prospective clients for advisory services sales.Maintaining healthy relationships with all the potential clients.Achieve business targets in terms of generating revenue, enhancing and upgrading the client relationships.Creation of revenue and activation of clients through effective advisory (Target Based).Desired Candidate:Excellent Communication, Interpersonal, Convincing & Selling Skills.Aggressive and confident individuals with sound knowledge of Equity investing & the stock market.Fluent English, emailing, calling, chatting, other communication.Attractive Incentives.Understanding the Stock Market and Equity Research & Analysis.Monthly incentive and annual performance linked bonus.Salary: 300,000.00 - 400,000.00 per year plus monthly incentive and annual performance linked bonus.RequirementsMaster's/Bachelor's Degree along with 1-2 years of experience in Stock Market. Have an understanding of markets and the operations with focus on client relationship and advisory sales.Strong Verbal and written communication skills along with Microsoft Office proficiency. An understanding of basic CRM platforms, preferably people who have worked under the same profile in the same industry.Ability to work independently and manage employee relations. Adapt to changes and work in an agile manner.
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