Relationship Manager / Sr. Relationship Manager – Direct Channel

Aegon Life insurance co. ltd
AEGON LIFE INSURANCE CO. LTD
Job Description
Designation | Relationship Manager |
Reporting to | Business Development Manager |
Location | Delhi / Chandigarh / Ludhiana / Gurgaon / Jaipur |
Function | Sales |
No of people reporting | -NA- |
KEY PURPOSE
To uncover and explain the need for LIFE INSURANCE products to customers and sell the appropriate product and amount of ‘protection’ and ‘savings’ plans to them
KEY RESPONSIBILITIES
- 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
Profile
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)
Advantages:
- We offer you an opportunity to work for one of the world’s largest financial services group as a full time employee
- We offer you an extensive training & development programme to build your technical and leadership skills
- We offer you a rewarding experience with best in class compensation
- We offer you an exciting variable compensation programme which rewards you on among other things:
- Customer Acquisition
- Premium Generation
- Persistency & Renewals
- Portfolio Growth
- We offer you the best in class technology platforms to help you drive & improve your performance
- Customer Relationship Management System to help track and manage your relationships and portfolios
- Sales & Distribution Systems for managing your leads, personal goals, performance and development programs
- We offer marketing and database support to help you maximize your productivity.
Share CV on what’s app at 7011620662 OR 8010280101 and also on mail at we.care@nirmalgyan.org
