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Job Detail
Wealth CHannel-relationship Manager- Field Sales
mumbai, Bangalore,Kolkata,Pune, vadodara,Nashik,Ahmedabad,Surat,Delhi Sales and Marketing 7-8 LPAJob description
Position -
Wealth Channel-Relationship Manager- Field Sales
Company - Kotak LI
Exp - Min 3 to 7 Yrs
Ctc - 7 LPA - 8 LPA
Job Description
Location- Mumbai, Pune, Nasik, Ahmedabad, Baroda, Surat, Bengaluru, Delhi, Kolkata, Chennai
Number of positions:- Mumbai- 7 positions, Ahmedabad- 8 positions, Surat- 2 positions, Vadodra- 2 positions, Bengaluru- 6 positions, Pune- 1 position, Nashik- 1 position, Delhi- 1 position, Kolkata-1 position, Chennai- 1 position
Job Description:
We are looking for a competitive Insurance Agent to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.
The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation.
Responsibilities:
- Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
- Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
- Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
- Work with clients to deliver risk management strategies that fit their risk profiles
- Report the progress of monthly/quarterly initiatives to stakeholders
- Maintain bookkeeping systems, database and records
- Monitor insurance claims to ensure mutual satisfaction
- Achieve customer acquisition and revenue growth objectives
- Constantly update job knowledge and learn about new products and services
- Fulfill all policy requirements.
Requirements and skills :
- Proven working experience as an Insurance Agent or relevant experience
- Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
- Basic computer knowledge and statistical analysis
- Proven ability to work with goals
- Demonstrated ability to communicate, present, influence and sell effectively
- Experience in delivering client-focused solutions and in creating long-lasting relationships
- Graduate
- Proven working experience as an Insurance Agent or relevant experience
- Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
- Demonstrated ability to communicate, present, influence and sell effectively
- Experience in delivering client-focused solutions and in creating long-lasting relationships.
-Minimum of 2 years of agency experience is *mandatory*
-Candidates should have had handled a team of agents with good relationships
Additional Information
Required Qualification
Bachelor of Commerce (B.Com.) ,
Job Insights: Important Tips to source better
- Preferable Organization or Industry: Turtle mint, General Insurance and Life Insurance – Agency Channel, Shriram Finance (Wealth), RenewBuy, Policy Bazar, Motilal Oswal
- Please share candidates with good communication skills.
- Relocation Cases wont be considered.
- Minimum of 2 years of agency experience is *mandatory* (else screen reject)
- -Candidates should have had handled a team of agents with good relationships
- -CTC can go upto 7-8LPA (depending on the case)
- -Age criteria - Max 32-35y/o (else screen reject).
- -location - allotment will be according to the closest location of the candidate
Questionnaire
Q 1 : Years of experience in Agency channel? ?
Q 2 : Please mention the PAN number of the candidate ?
Q 3 : Years of experience in promoting all types of new insurance contracts or suggest additions/changes to existing ones? ?
Q 4 : Years of experience with B2B Sales in Wealth Channel? ?
Responsibility
Responsibilities:
- Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
- Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
- Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
- Work with clients to deliver risk management strategies that fit their risk profiles
- Report the progress of monthly/quarterly initiatives to stakeholders
- Maintain bookkeeping systems, database and records
- Monitor insurance claims to ensure mutual satisfaction
- Achieve customer acquisition and revenue growth objectives
- Constantly update job knowledge and learn about new products and services
- Fulfill all policy requirements.
Qualifications
Graduate