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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
Bachelors Any
Skills, Career Level, Salary Offered
Skills
Relationship Management
Career Level
Executive - Non-Managerial
Job Location/s
City State Country
Chennai Tamil Nadu India
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
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Recruiter Details
ID of Recruiter
200587 - [ Link of the Recruiter ]
Company
Pavan Consultancy
Address
No. 66/510, Lakshmipuram
City
Chennai
State
Tamil Nadu
Country
India
Pin/Zip Code
600045
Fixed Phone
Mobile Phone
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Email
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