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Relationship Manager - Wealth Channel - Insurance (3-7 Yrs) Mumbai/Ahmedabad/Surat/Pune (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Job Description Experience : 3 to 7 years Location: Mumbai, Pune, Nasik, Ahmedabad, Baroda, Surat, Bengaluru, Delhi, Kolkata, ChennaiRole And Responsibilities ; - Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones.- Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.- Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria.- Work with clients to deliver risk management strategies that fit their risk profiles.- Report the progress of monthly/quarterly initiatives to stakeholders.- Maintain bookkeeping systems, database and records.- Monitor insurance claims to ensure mutual satisfaction.- Achieve customer acquisition and revenue growth objectives.- Constantly update job knowledge and learn about new products and services.- Fulfill all policy requirements.Requirements and skills :- Proven working experience as an Insurance Agent or relevant experience.- Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc).- Basic computer knowledge and statistical analysis.- Proven ability to work with goals.- Demonstrated ability to communicate, present, influence and sell effectively.- Experience in delivering client-focused solutions and in creating long-lasting relationships.- Graduate- Proven working experience as an Insurance Agent or relevant experience.- Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc).- Demonstrated ability to communicate, present, influence and sell effectively.- Experience in delivering client-focused solutions and in creating long-lasting relationships.- Minimum of 2 years of agency experience is -mandatory-- Candidates should have had handled a team of agents with good relationships (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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