Relationship Manager

Role & responsibilities

• Achieve the set business targets on ANP and case count
• Acquire New Customer through following:

Leads

Natural market

References

Orphan base

• Fix meetings with the prospects to conduct need analysis and explain products
• Implement and adhere to Need Based Selling Model.
• Up- sell & Cross Sell the Orphan Base of Customers allocated.
• Ensuring timely issuance of policies by resolving pending etc.
• Render prompt post sales service to all allocated customers with respect to all domains
• Adhere to the customer touch-point engagement in order to service his portfolio of customers.
• Maintaining the desired persistency ratio
• Strategize and interact closely with the supervisor on delivering on Business nos.
• Work collectively with the supervisor and conduct joint sales calls whenever required

To develop and implement short term and long term plans to achieve sales targets

Preferred candidate profile

• Adhere to Activity management framework advised

Follow up on their database / leads provided by Lead Management System (Orphan/ New Prospects