Job Posted By : www.pavanconsultancy.comJob ID: JO27392
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Basic Details
Moderation Date
2011-08-05 (yyyy-mm-dd)
Post Date
2011-08-05 00:00:00 (yyyy-mm-dd)
Job Title
Relationship Manager
Company
www.pavanconsultancy.com
Work Type
Manager
Industry
Financials
Job Code
Not Specified
Job Mode
Permanent
Vacancies
15
Gender ( Male / Female )
YES/ YES
Age
18 - 65 Years
Experience
0 - 25 Years
Required Educational Qualification/s
| Education Level |
Stream |
Subject |
Skills, Career Level, Salary Offered
Skills
Relationship Management
Career Level
Executive - Non-Managerial
Job Location/s
Short Description
Job Description
Designation
Relationship Manager
Reporting to
Business Development Manager
Location
Chennai
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)
Freshers with MBA ( Marketing & Finance)
Interested candidates can send their updated resumes to : venkat@pavanconsultancy.com
Recruiter Details
Company
Pavan Consultancy
Address
No. 66/510, Lakshmipuram
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