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Relationship Manager for Insurance Delhi/NCR 7503414859

  • Posted By: HRT Placements, Gurgaon
  • Address:
  • Date Posted: 29th Jul 2010
  • Salary: negotiable
  • Location: Gurgaon (122001)
  • Reference Code:
  • Views Since Posting: 102
  • Full Description:


Key Responsibility

• 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



KEY SKILLS/KNOWLEDGE

Relationship Management





B.Sc. / Engg. / B.Com. Graduates (Male & Female)/MBA/ Post Graduates from reputed institutes with academic background



Preferred Industry –



Financial Services – MNC Banks (Liabilities, Mortgages), Broking Firms,

Corporate Agencies and DST’s of MNC Banks, Insurance Cos



Years of experience –

1-3 years (Post Graduates)

2– 4yrs (Graduates)



Location : Delhi/NCR



Salary : 1.5lac to 2.5lac

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