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16/05 Arun
HR at Xpress Careers

Views:155 Applications:65 Rec. Actions:Recruiter Actions:10

Relationship Manager - Sales - Insurance (2-8 yrs)

Mumbai Job Code: 119339

Designation : ABM-BM-RM

Location : Mumbai Andheri

Broad role : Managing Channel Partner / Driving business through partners and their agents

- Excellent Communication and relationship building Skills required

- Knowledge of mutual funds is an added advantage

- Compensation Range -upto4.5 Lacs - can consider more if the profile is good

- Years of Experience - 2 - 6 years

RelationshipManagement :

Build strong relationship with the Partner ( EBL Personal Wealth Advisory ) leaders and teams below ( ZHs / RHs / BMs ) . Ensure smooth relationship with the EBL Insurance SPOCs .Generate sub-broker meetings from them.

Train the partners and their sub-brokers regularly on various new products and initiatives

BusinessDevelopment :

- Drive sales of insurance products through the sub-brokers of Edelweiss Broking by explaining them on the various benefits for them and their clients.

- Organize catch-up meetings with partners and their clients to introduce Edelweiss Tokio life products in their portfolios.

- Activate maximum number of RMs and their sub-brokers for insurance sales on a monthly basis

- Achieve annual business targets

Service Management - Provide excellent service to the sub-brokers and EBL teams on their cases to increase their wallet share of our products.

Login the cases on time by completing all documentation

Channel Management :

- Ensure smooth issuance of all cases from start to finish

- Maintain and increase persistency of the cases sold

MIS/Business Support

- Prepare and send daily report on meetings and sales numbers to all stakeholders

- Track the status of logged in policies in the central MIS

- Update on the tasks assigned for driving focused business through the task MIS

- Maintain and update the persistency data of the assigned cases

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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