Post : Relationship Manager
Qualification : Any Degree
Experience : 0-5years
Location : Delhi
Industry : Insurance
Salary : 1-5 to 2.5L p.a (depending on experience)
Job Responsibilities:
- Financial Relationship Manager acts as an interface between the company & customers.
- He/She should be able to offer customized insurance solution to the customers for all their financial needs.
- The Primary responsibility is to drive the Insurance sales for Life & to manage and optimize the customer acquisition model through work sites
- Meeting Productivity targets as assigned by the Organization on MoM basis
- Ensure all Training Modules laid by the L&D department are attended and certification obtained post assessment.
- Represents IDBI Federal/Direct sales channel & its value proposition to all customers as per the vision & values of the organization & channel.
- Meeting the customers to solicit insurance products of IDBI Federal based on appointments & references generated in the course of daily activities.
- Ensure that appointments allocated by the call center are attended and reverted in the prescribed formats within the TAT.
- Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.
- Ensure that a comprehensive financial need analysis of customers is done & provide insurance solutions based on the analysis.
- Customer Servicing - Maintain customer relations & ensure post sale needs of customers are met.
- Ensure strict adherence to Human Resource Policies & processes.
Interview Timings: 11 AM - 5 PM
Interview Venue:
IDBI FEDERAL Life Insurance Co Ltd,Office no. 907 & 908, 9th Floor, Kanchanjunga Building,
Plot no. 18, Barakhamba Road,Connaught Place, Delhi.
Contact person: Suman Kumar and Santosh Kumar
Reference: STEFFI HR DEPARTMENT
