Relationship Manager– Direct

Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to
generate a bigger prospect base.
Maximize virtual connects with the qualified prospects using various digital platforms along with other social
media platforms.
Adopt need based selling (Tailor make recommendation based on customer's profile) and assist and coordinate
with customers to facilitate smooth policy insurance.
Rigorous and timely follow up on all prospects that are in work in progress stage.
Update prospect information and track performance on lead management system (LMS) / VYMO
Ensure that all procedural requirement for policy issuance are complete and correct.
Track polices that have been logged in the branch to ensure speedy insurance to provide correct and complete
information on products to all customers to show transparency.