Senior Relationship Manager

2COMS Consulting Pvt. Ltd.
  • Kolkata
  • 2-3 lakh
  • 2-3 years
  • Views
  • 07 Jul 2017

  • Sales/ Business Development/ Account Management

  • Insurance
Job Description

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


Job Posted By

2coms
Manager

About Organisation

2COMS Consulting Pvt. Ltd.