Relationship Manager/Sr Relationship Manager (RM / SRM)- Life Insuranc

from 2 to 4 year(s) of Experience
Ahmedabad, Surat, Vadodara

Job Description


  • To uncover and explain the need for LIFE INSURANCE products to customers and sell the appropriate product and amount of 'protection' and 'savings' plans to them


  • Search,identify & conduct daily sales calls for financial planning sessions with clients

  • Acquire customers and generate the targeted amount of premium - Deliver Complete Product Information to Customers

  • Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity

  • Cross sell and upsell products to existing customers & build portfolios

  • Manage the relationship with customers to ensure persistency & renewals

  • Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture

  • Ensure the delivery of all S&D and financial KPI defined for the role

  • Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company

  • Report and highlight any violation of sales, compliance, HR guidelines to superiors

  • Key Critical Competencies
  • Communication & Presentation Skills
  • Interpersonal Skills
  • Result & Achievement Oriented
  • Customer & Service Orientation
  • Initiative & Selfdirection
  • Numerical Ability & Logical Reasoning
  • Planning & Execution
  • Role Modeling Brand Values

Required Candidate profile


Relationship Management


B.Sc./Engg. / B.Com.Graduates (Male & Female)/MBA/ Post Graduates from reputed institutes with academic background.

Preferred Industry –

  • Financial Services– MNC Banks (Liabilities, Mortgages), Broking Firms,
  • Corporate Agenciesand DST’s of MNC Banks, Insurance Cos
  • Years of experience –
  • 1-3 years (Post Graduates)
  • 2– 4yrs (Graduates)


  • We offer you an opportunity to work for one of the world's largest financial services group as a full time employee

  • We offer you an extensivetraining & developmentprogrammeto build your technical and leadership skills

  • We offer you a rewarding experience withbest in class compensation

  • We offer you an excitingvariable compensationprogrammewhich rewards you on among other things:

  1. Customer Acquisition

  1. Premium Generation

  1. Persistency & Renewals

  1. Portfolio Growth

  • We offer you thebest in class technology platformsto help you drive & improve your performance

  1. Customer Relationship Management Systemto help track and manage your relationships and portfolios

  1. Sales & Distribution Systemsfor managing your leads, personal goals, performance and development programs

  • We offer marketing and database support to help you maximize your productivity

Salary: INR 3,00,000 - 4,00,000 PA.


Functional Area:Sales, Retail, Business Development

Role Category:Institutional Sales

Role:Sales Executive/Officer

Key Skills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

GenNext India Private Limited

GenNext is a leading and fast progressing Manpower recruitment and Executive search firm in Central India providing its services to various sectors all over the India. We focus mostly on 'Executive Search' for Managerial & Top management positions. We deal in all disciplines viz Automobile, Consumer Durable, Cement, Chemical, Engineering, FMCG, Fabrication, Power Plant, Pharmaceuticals, Textile & IT Industry, Turnkey Projects. With the onset of globalization, the need of skilled human resources is felt strongly across various industrial verticals. Technical ingenuity and distinct business approaches again underlined the importance of identifying and retaining the right candidates at the right positions. With a clear insight into the changing business dynamics and enhanced proficiency in tapping the best talents, GenNext has come to the forefront of human resource management. Conceptualized and founded in the year 2008, GenNext has grown into a leading recruitment service provider in India within a short time period. Over the years, we have served the companies of repute across various industries and forged a stringent partnership with them. Our full spectrum of HR solutions assists our clients to meet all end-to-end recruitment-related activities within their organizations. Understanding the nuance of every industry plays a pivotal role in the recruitment process and we, at GenNext, have mastered this art. We take pride in our highly potential team of specialized HR professionals, who are competent at comprehending industry-specific requirements and providing talented resources accordingly. Our effective HR solutions have not only earned us clients trust but also provided us with the privilege of working as an extension of their Human Resource (HR) departments. Coming together is a Beginning, Keeping together is a progress, & working together is Success
View Contact Details+

Recruiter Name:Kratika

Contact Company:GenNext India Private Limited