Relationship Manager

About the Role

• Responsible for achieving insurance premium targets through sales distribution channels and delivery on retention targets.

Key Responsibilities

• Maximize customer contact and coverage by analyzing and assigning opportunities.
• Work on assigned leads by the Bank and generate referrals from every customer that visits the branch.
• Classify customer base based on their product usage pattern, income, and other socio-economic and cultural factors.
• Ensure understanding of internal processes, timely updation of system records, and proper documentation checks.

Key Skills

• Knowledge of the insurance sector and applicable regulations.
• Understanding of Aviva India's and competitors' products.
• Excellent communication, interpersonal, and selling skills.
• Aptitude for financial numbers.
• Strong problem-solving skills and decision-making ability.