Designation
: Relationship Manager
Reporting Manager
: City Head
Location
: Multiple Regions / Cities
Roles & Responsibilities:
• Recruiting and Managing team of financial advisors/agents.
• Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on
regular basis
• Training the financial advisors/agents on our app for servicing their customers in most efficient and
effective manner
• Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted.
• Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to
time.
• Understanding and aligning with company’s policies and ensure full compliance.
• Maintaining the highest level of business hygiene.
• Identifying new approaches to enhance reach and generate more sales in the assigned region.
• Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products
as and when introduced by the organization.
Desired Profile:
• Education - Full time HSC or Graduation.
• Experience - 1+ year of experience in Sales and BD