रिलेशनशिप मैनेजर

Job Description

1. Relationship Manager

a. Role: Create and handle an agent base of 125-150 in the assigned

geographical territory

b. Education/Qualification: Graduation Degree

c. Experience: 1-3 years of experience of working in a General Insurance

Company, Corporate Agency, Insurance brokers, etc.

d. Skills:

i.

ii.

iii.

High degree of credibility and excellent inter-personal skills.

Flexibility and Adaptability to work with technology.

Well versed with MS Office

e. Job Responsibilities

i.

Prospecting and Onboarding

1. Identify potential individuals in the assigned geographic

location who can (or be trained to) be recruited as partners to

solicit insurance policies from customers.

2. Identify and engage with existing agents in the assigned

geographic location and share the unique selling points,

business insights, growth plans, new products / schemes to

showcase company’s credentials as well expand agent

network.

3. Develop adequate market intelligence to acquire business by

establishing, positioning the PBPartner brand and growing the

brand referrals.

4. Conduct prospect training on the develop their knowledge of

specialized products and partner training on the PBPartners

portal and Mobile App to enable online policy issuance.

ii.

Relationship Management

1. Perform monthly goal setting with partners and weekly

breakdown of plan with partners to achieve sales targets on a

consistent basis

2. Conduct regular activation calls, meetings, and site visits to

source policies from the agent partners.

3. Cascade the information on new products, partner contests,

insurer contests, loyalty points and other offerings etc. for the

achievement of the set goals.

4. Identify possible risks and derailers in achievement of the

monthly partner plan and ensuring implementation of steps to

tackle the challenges in the best possible ways

iii.

Business Sustainability

1. Ensure targeted retention of the partner business to be

achieved by continuous follow up.

2. Ensure budgeted renewal retention ratio to be achieved by

continuous follow up.

3. Ensure sustainability of the portfolio by targeting desired

product mix basis the market segment

iv. Service Orientation

1. Conduct trainings for partners around regulatory guidelines an

d product.

2. Resolve operational issues faced by the partners to ensure sm

ooth experience

3. Provide support in creating tickets for different service

requests like cancellation requests, policy endorsements,

claims etc; track such requests and ensure ease of process and

approvals by coordination with internal Ops Team.Job Description

1. Relationship Manager

a. Role: Create and handle an agent base of 125-150 in the assigned

geographical territory

b. Education/Qualification: Graduation Degree

c. Experience: 1-3 years of experience of working in a General Insurance

Company, Corporate Agency, Insurance brokers, etc.

d. Skills:

i.

ii.

iii.

High degree of credibility and excellent inter-personal skills.

Flexibility and Adaptability to work with technology.

Well versed with MS Office

e. Job Responsibilities

i.

Prospecting and Onboarding

1. Identify potential individuals in the assigned geographic

location who can (or be trained to) be recruited as partners to

solicit insurance policies from customers.

2. Identify and engage with existing agents in the assigned

geographic location and share the unique selling points,

business insights, growth plans, new products / schemes to

showcase company’s credentials as well expand agent

network.

3. Develop adequate market intelligence to acquire business by

establishing, positioning the PBPartner brand and growing the

brand referrals.

4. Conduct prospect training on the develop their knowledge of

specialized products and partner training on the PBPartners

portal and Mobile App to enable online policy issuance.

ii.

Relationship Management

1. Perform monthly goal setting with partners and weekly

breakdown of plan with partners to achieve sales targets on a

consistent basis

2. Conduct regular activation calls, meetings, and site visits to

source policies from the agent partners.

3. Cascade the information on new products, partner contests,

insurer contests, loyalty points and other offerings etc. for the

achievement of the set goals.

4. Identify possible risks and derailers in achievement of the

monthly partner plan and ensuring implementation of steps to

tackle the challenges in the best possible ways

iii.

Business Sustainability

1. Ensure targeted retention of the partner business to be

achieved by continuous follow up.

2. Ensure budgeted renewal retention ratio to be achieved by

continuous follow up.

3. Ensure sustainability of the portfolio by targeting desired

product mix basis the market segment

iv. Service Orientation

1. Conduct trainings for partners around regulatory guidelines an

d product.

2. Resolve operational issues faced by the partners to ensure sm

ooth experience

3. Provide support in creating tickets for different service

requests like cancellation requests, policy endorsements,

claims etc; track such requests and ensure ease of process and

approvals by coordination with internal Ops Team.Job Description

1. Relationship Manager

a. Role: Create and handle an agent base of 125-150 in the assigned

geographical territory

b. Education/Qualification: Graduation Degree

c. Experience: 1-3 years of experience of working in a General Insurance

Company, Corporate Agency, Insurance brokers, etc.

d. Skills:

i.

ii.

iii.

High degree of credibility and excellent inter-personal skills.

Flexibility and Adaptability to work with technology.

Well versed with MS Office

e. Job Responsibilities

i.

Prospecting and Onboarding

1. Identify potential individuals in the assigned geographic

location who can (or be trained to) be recruited as partners to

solicit insurance policies from customers.

2. Identify and engage with existing agents in the assigned

geographic location and share the unique selling points,

business insights, growth plans, new products / schemes to

showcase company’s credentials as well expand agent

network.

3. Develop adequate market intelligence to acquire business by

establishing, positioning the PBPartner brand and growing the

brand referrals.

4. Conduct prospect training on the develop their knowledge of

specialized products and partner training on the PBPartners

portal and Mobile App to enable online policy issuance.

ii.

Relationship Management

1. Perform monthly goal setting with partners and weekly

breakdown of plan with partners to achieve sales targets on a

consistent basis

2. Conduct regular activation calls, meetings, and site visits to

source policies from the agent partners.

3. Cascade the information on new products, partner contests,

insurer contests, loyalty points and other offerings etc. for the

achievement of the set goals.

4. Identify possible risks and derailers in achievement of the

monthly partner plan and ensuring implementation of steps to

tackle the challenges in the best possible ways

iii.

Business Sustainability

1. Ensure targeted retention of the partner business to be

achieved by continuous follow up.

2. Ensure budgeted renewal retention ratio to be achieved by

continuous follow up.

3. Ensure sustainability of the portfolio by targeting desired

product mix basis the market segment

iv. Service Orientation

1. Conduct trainings for partners around regulatory guidelines an

d product.

2. Resolve operational issues faced by the partners to ensure sm

ooth experience

3. Provide support in creating tickets for different service

requests like cancellation requests, policy endorsements,

claims etc; track such requests and ensure ease of process and

approvals by coordination with internal Ops Team.Job Description

1. Relationship Manager

a. Role: Create and handle an agent base of 125-150 in the assigned

geographical territory

b. Education/Qualification: Graduation Degree

c. Experience: 1-3 years of experience of working in a General Insurance

Company, Corporate Agency, Insurance brokers, etc.

d. Skills:

i.

ii.

iii.

High degree of credibility and excellent inter-personal skills.

Flexibility and Adaptability to work with technology.

Well versed with MS Office

e. Job Responsibilities

i.

Prospecting and Onboarding

1. Identify potential individuals in the assigned geographic

location who can (or be trained to) be recruited as partners to

solicit insurance policies from customers.

2. Identify and engage with existing agents in the assigned

geographic location and share the unique selling points,

business insights, growth plans, new products / schemes to

showcase company’s credentials as well expand agent

network.

3. Develop adequate market intelligence to acquire business by

establishing, positioning the PBPartner brand and growing the

brand referrals.

4. Conduct prospect training on the develop their knowledge of

specialized products and partner training on the PBPartners

portal and Mobile App to enable online policy issuance.

ii.

Relationship Management

1. Perform monthly goal setting with partners and weekly

breakdown of plan with partners to achieve sales targets on a

consistent basis

2. Conduct regular activation calls, meetings, and site visits to

source policies from the agent partners.

3. Cascade the information on new products, partner contests,

insurer contests, loyalty points and other offerings etc. for the

achievement of the set goals.

4. Identify possible risks and derailers in achievement of the

monthly partner plan and ensuring implementation of steps to

tackle the challenges in the best possible ways

iii.

Business Sustainability

1. Ensure targeted retention of the partner business to be

achieved by continuous follow up.

2. Ensure budgeted renewal retention ratio to be achieved by

continuous follow up.

3. Ensure sustainability of the portfolio by targeting desired

product mix basis the market segment

iv. Service Orientation

1. Conduct trainings for partners around regulatory guidelines an

d product.

2. Resolve operational issues faced by the partners to ensure sm

ooth experience

3. Provide support in creating tickets for different service

requests like cancellation requests, policy endorsements,

claims etc; track such requests and ensure ease of process and

approvals by coordination with internal Ops Team.

• इस फुल टाइम सेल्स / बिज़नेस डेवलपमेंट Job में 0 - 6+ वर्षो का अनुभव वाले उम्मीदवारों की जरुरत है।

इस रिलेशनशिप मैनेजर जाब के बारे में अधिक जानकारी

1. इस रिलेशनशिप मैनेजर जाब के लिए आवेदन करने के लिए पात्रता मानदंड क्या है?
   Ans: उम्मीदवार 12वीं पास होना चाहिए और उसके पास 0 - 6+ वर्षो का अनुभव होना चाहिए।
2. मैं इस जाब की रोल के लिए कितने वेतन की उम्मीद कर सकता हूं?
   Ans: आप ₹15000 - ₹50000 प्रति महीने के वेतन की उम्मीद कर सकते हैं जो आपके इंटरव्यू पर निर्भर करता है। यह अहमदाबाद में एक फुल टाइम जाब है।
3. इस रिलेशनशिप मैनेजर जाब के लिए कितने कार्य दिवस हैं?
   Ans: इस रिलेशनशिप मैनेजर जाब के लिए कार्य दिवस 6 दिन का होगा।
4. क्या इस रिलेशनशिप मैनेजर जाब के लिए आवेदन करते समय या इस जाब को ज्वाइन करने के बाद कोई शुल्क भी लागू होता है?
   Ans: नहीं, इस रिलेशनशिप मैनेजर जाब के लिए आवेदन करते समय या इस जाब को ज्वाइन करने के बाद कोई भी शुल्क नहीं लगता है !
5. क्या यह रिलेशनशिप मैनेजर जाब घर से किया जा सकता है?
   Ans: नहीं, यह जाब घर से ऑनलाइन नहीं किया जा सकता है।
6. इस रिलेशनशिप मैनेजर जाब के लिए कितनी रिक्तियां हैं?
   Ans: LANDMARK INSURANCE BROKERS PRIVATE LIMITED में तत्काल रिलेशनशिप मैनेजर के लिए 15 रिक्तियां हैं!
7. इस रिलेशनशिप मैनेजर जाब के लिए कौन आवेदन कर सकता है?
   Ans: पुरुष और महिला दोनों उम्मीदवार इस सेल्स / बिज़नेस डेवलपमेंट जाब के लिए आवेदन कर सकते हैं।
8. इस रिलेशनशिप मैनेजर जाब के लिए टाइमिंग क्या है?
   Ans: इस रिलेशनशिप मैनेजर जाब में टाइमिंग 10:00 दोपहर - 06:30 शाम है।