Relationship Manager

Company profile:

Turtlemint is one of India's largest B2B insurance distribution platforms. Launched in 2015, Turtlemint empowers the financial advisors, both individuals and large financial sector organizations, by offering them a comprehensive technology platform for end to end insurance servicing needs of their customers. The platform enables training & licensing of the advisors, enables paperless transactions across insurance categories and companies, and offers support for post-sale servicing such as claims and renewals. With an owned advisor network of over 100,000+ across 700 cities PAN India and powered by its multilingual app, Turtlemint is able to fulfil 92% of the market needs.

Turtlemint is also working with multiple banks and 40+ insurers in India, and 1 bank and 4 insurers in UAE, and these projects are currently at various stages of implementation. Approximately 2 Mn+ policies are sold & 6 Mn+ quotes are issued through the platform annually. The company has raised more than $ 69.0 Mn by top VCs globally viz. Sequoia Capital, Nexus Venture Partners, Blume Ventures, Jungle Ventures, GGV Capital, American Family Ventures, MassMutual Ventures & SIG. Turtlemint aims to “demystify” insurance by explaining the jargon in a simple way and providing smart tools to help a user make the right choice. From search to purchase, the entire process can be completed online in just a few clicks. Turtlemint offers insurance and other financial across categories like motor insurance, health insurance, life insurance and other sachet insurance products. Our objective is to make insurance buying transparent, simple, easy and empower the end consumers to make the right decision of buying insurance through right advice.

Role/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.

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