Relationship Manager - Retail Insurance

Company Information

Finhaat a tech enabled platform for the distribution of financial products and services to the aspirational, emerging Indians. Our journey started with the belief that all individuals should be equipped to manage their financial health with ease and confidence. This will be possible only when they have an easy access to solutions that are in line with their financial goals.

Suraksha Protection from Financial Shocks

Suvidha Easy access to curated financial services

Samriddhi Trusted Partner for overall financial prosperity

Finhaat has been created as a marketplace for financial services distribution that seeks to connect the customer to the solution provider through an innovative financial service distribution model.

Finhaat gives the right individual an environment of immense growth depending on its capability and performance.

Job Description

Job Title: Relationship Manager

Qualification: Bachelor's degree

Experience: 1- 3 Years

Past experience of working on the Agency channel/PoSP network is preferred. Location: Mumbai, Delhi, Patna

Domain: General Insurance/Life Insurance/Health Insurance

We have an urgent requirement of a Relationship Manager, in our Retail Insurance department.

Responsibilities:

Relationship Management with channel partners.

Manage, Recruit and develop the team of POSP and Channel Partner.

Managing and delivering revenue targets set by the company on a monthly and quarterly basis.

Coordinating with the corporate office, sales support and relevant teams for all intermediaries and client related issues.

Doing joint calls with the partners and Advisors to generate and help them to achieve their monthly numbers.

Business generation through POSP, Channel Partner and Direct Client.

Developing and implementing strategies to grow the business and POSP network.

Creating agency distribution (POSP) for the company.

Build long-term relations with POSP by understanding their requirements as well as their client needs and providing the best possible product and solutions.

Interact and engage periodically with POSP and Channel Partners for both existing and potential business opportunities.

Ensure adherence to all rules and norms.

Actively involved in leg work for best representation of a deal to the underwriter for getting the best quote.

Proactively plan for peak dates of renewal and prioritize service-related aspects.

Skills Required for this role:

Strong communication and Negotiation skills

People Skills - Puts the needs of the client first.

Product Knowledge

Interpersonal Skills - Good Customer Service

Persistence

Problem Solving .