Relationship Manager

• Recruit and Activate advisors as per plan (activation on a monthly basis)
• Ensure Active Advisor productivity is maintained as per the plan.
• Establish interpersonal business relationship to facilitate work activities.
• Conduct meeting with reporting agents on an ongoing basis to evaluate their performance and advise them on the same. (ensure that they meet the Career Progression from TAs to SAs and AOs as per the Agency)
• Generate revenue and acquire new customers either face to face or digitally.
• Review with reporting manager on a weekly basis
• Attend all meeting and training programs conducted by management
• Ensure 2 joint calls are made on a daily basis
• Comply with all the policies and procedures laid down by the company

Educational Qualification- Minimum Graduate

Experience

3-6 years work experience. Minimum 6 months of experience in life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship