Relationship Manager

Blue Tree Global Insurance Brokers Pvt Ltd
Bengaluru - HSR Layout
15,000 - 20,000
/ monthly
Requirements
1 - 3 years experience
Graduate
20 - 34 years
No gender preference
Shift timings
Working days
6 days/week
Week offs
SUNDAY
Morning Shift
10:00am - 7:00pm

Job description


  •  Sourcing new clients for the general insurance products through a mix of new and follow-up calls, both cold and referred. Also, responsible for client retention as well as selling new products in the New accounts    
  • Keeping track of competition in terms of product and performance device strategies to market the products better   
  • Devising strategies with the management for micro macro expansion of business  
  •  To adhere to business process and controls as laid down by HO and ensure strict compliance of regulations as laid down by IRDA    
  • Provide support in client servicing / underwriting, placement of business including claims.    
  • This profile will also involve travelling across the region.    
  • Independently handling Lead generation and should be self-motivated.    
  • Resolving query, servicing issues and escalation the same to desired level.   
  • Coordination with operations/ technical team for servicing.    
  • Engage in corporate outreach, generate leads and new business retail opportunities for Personal and Miscellaneous lines of business.    
  • Responsible for generating new business with specific focus on GMC, GPA and other personal lines of business.   
  • Interact and negotiate with various insurance companies to get competitive quotes and terms for the aforesaid lines of business.   
  • Achieving targets and productivity in terms of revenue generation    
  •  Any other duties assigned by the management from time to time.    
  • Sourcing new clients for the general insurance products through a mix of new and follow-up calls, both cold and referred. Also, responsible for client retention as well as selling new products in the New accounts   
  • Keeping track of competition in terms of product and performance device strategies to market the products better    
  • Devising strategies with the management for micro macro expansion of business   
  •  To adhere to business process and controls as laid down by HO and ensure strict compliance of regulations as laid down by IRDA    
  • Provide support in client servicing / underwriting, placement of business including claims.  
  • This profile will also involve travelling across the region.    
  • Independently handling Lead generation and should be self-motivated.   
  • Resolving query, servicing issues and escalation the same to desired level.    
  • Coordination with operations/ technical team for servicing.
  • Engage in corporate outreach, generate leads and new business retail opportunities for Personal and Miscellaneous lines of business.   
  • Responsible for generating new business with specific focus on GMC, GPA and other personal lines of business.    
  • Interact and negotiate with various insurance companies to get competitive quotes and terms for the aforesaid lines of business.    
  • Achieving targets and productivity in terms of revenue generation 
  •       

  • Any other duties assigned by the management from time to time.

Additional Requirements
Language
English
Experience
Operations Executive,
Banking / Financial Services / Insurance
Job Type
Full Time
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Posted on 11 Feb 2020
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Operations Executive
Operations Executive in Blue Tree Global Insurance Brokers Pvt Ltd