Relationship Manager / Financial Services Manager


Future Generali India Life Insurance Company Limited

Relationship Manager / Financial Services Manager

  • Location Kolkata; Mumbai; Ahmedabad; Surat; Vadodara; New Delhi; Rajkot
  • Exp. Upto 3 years
  • Salary ₹ 16,667 - 41,667 Per Month ( 2.00 - 5.00 Lacs Per Annum )
  • Education Graduate
  • Gender Male/Female

Job Description

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 from natural market.

 

Main Areas of responsibility:

His/Her primary responsibility is to drive Insurance Sales through Future Group retail and BTL reference and leads generated by affinity tie ups

 

Job Description:

  • Increase top of the funnel by driving periodic BTL activities to generate the prospect base through natural market, RD support & corporate worksites  
  • To contact the qualified prospects on an ongoing basis to maximize face-to-face meetings with the prospects
  • Adopt a need based selling approach (basis the financial Needs Analysis), catering to the customer's profile and his/her needs
  • Rigorous & timely follow- up on all prospects that are in the work in progress stage
  • Update & enrich prospect information in the leads Management System (LMS) / VYMO
  • Track performance at all times in the LMS/ VYMO & strive to maximize process efficiency (i.e. meetings %, prospect - conversion %)
  • Generate referrals from prospects/ customers and build own  pipeline and increase the size of the funnel
  • Assist & coordinate with the customers for the medical formalities, collcetion of documents etc. to faciliate smooth policy issuance
  • Ensure that all procedural requirements for policy issuance are complete & correct
  • Track the policies that have been logged in the branch to ensure speedy Issuance
  • Ensure that all procedural requirements for policy issuance are complete & correct 
  • Track the policies that have been logged in the branch to ensure speedy Issuance

Preferred Skills

Sales Insurance Advisory Financial Advisory
Function
Hiring Industry

Selection Criteria

  • Fresher / Experienced both having interest in selling Life Insurance products
  • Age must be less than 40 Yrs
  • Must be a graduate
  • Ability to Generate References
  • Ability to Generate References

About Future Generali India Life Insurance Company Limited

Future Generali Life Insurance provides a complete range of simplified solutions for the financial security of customers and enterprises, including savings, family protection, Unit Linked Policies as well as group products. It is one of the fastest growing Life Insurance Company in India.

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