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Designation : Relationship Manager
Salary : 2 - 3 Lac/annum + Incentives
Eligibility : MBA 2014/ 15 Passout (Any Specialisation)
Drive Date : 4th May 2015
Reporting Time : 09:30 AMDrive Location : Saveetha Engineering College, Chennai
Key Purpose: To uncover and explain the need for LIFE INSURANCE products to customers and sell the appropriate product and amount of 'protection' and 'savings' plans to them
Key Responsibilities:
Key Responsibilities:
- Search, identify & conduct daily sales calls for financial planning sessions with clients
- Acquire customers and generate the targeted amount of premium - Deliver Complete Product Information to Customers
- Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity
- Cross sell and upsell products to existing customers & build portfolios
- Manage the relationship with customers to ensure persistency & renewals
- Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
- Ensure the delivery of all S&D and financial KPI defined for the role
- Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company
- Report and highlight any violation of sales, compliance, HR guidelines to superiors
Key Critical Competencies:
- Communication & Presentation Skills
- Interpersonal Skills
- Result & Achievement Oriented
- Customer & Service Orientation
- Initiative & Self direction
- Numerical Ability & Logical Reasoning
- Planning & Execution
- Role Modeling Brand Values