Relationship Manager- BANCA
Published date: 2026/11/09
- Location: Jaipur, Rajasthan, India
Job Description
• Ensure all Training Modules laid by the L&D department are attended and certifications obtained.
• Direct selling to the customers via appointments ( Office/ Home visits).
• Ensure that leads/ appointments allocated by the call center are attended and reverted within the TAT.
• Ensure Self Sourcing Targets are achieved
• Ensure business Reporting, MIS on sales call( LMS) , Lead Utilization and conversion are updated and maintained on a daily basis.
• Ensure that MIS/ Reporting formats are maintained/ Updated on regular basis.
• Be a Insurance solution provider for our customers.
• Educate the Customer about the company/ channel.
• Customer Servicing.
• Ensure strict adherence to Human resource Norms - Policies & processes.
Requirements
• 12th Pass minimum (Graduate preferred)
• Experience Required: Minimum 1 year of Experience in LI in any channel.
• Age 25 - 32 years
• Two-wheeler must
• Previous Direct Sales experience preferred Life Insurance/Financial products
• Good Communication skills (English & Local language
• Familiar with basic working on Computers/ MS Word/ MS XL.
Benefits
From RM there are 5 levels, Fastrack level and regular track for every 6months of goal sheet promotion to move to BM level.
Salary Range – 3.6 LPA (Max)
Requirements
12th Pass minimum (Graduate preferred) Experience Required: Minimum 1 year of Experience in LI in any channel. Age 25 - 32 years Two-wheeler must Previous Direct Sales experience preferred Life Insurance/Financial products Good Communication skills (English & Local language Familiar with basic working on Computers/ MS Word/ MS XL
• Ensure all Training Modules laid by the L&D department are attended and certifications obtained.
• Direct selling to the customers via appointments ( Office/ Home visits).
• Ensure that leads/ appointments allocated by the call center are attended and reverted within the TAT.
• Ensure Self Sourcing Targets are achieved
• Ensure business Reporting, MIS on sales call( LMS) , Lead Utilization and conversion are updated and maintained on a daily basis.
• Ensure that MIS/ Reporting formats are maintained/ Updated on regular basis.
• Be a Insurance solution provider for our customers.
• Educate the Customer about the company/ channel.
• Customer Servicing.
• Ensure strict adherence to Human resource Norms - Policies & processes.
Requirements
• 12th Pass minimum (Graduate preferred)
• Experience Required: Minimum 1 year of Experience in LI in any channel.
• Age 25 - 32 years
• Two-wheeler must
• Previous Direct Sales experience preferred Life Insurance/Financial products
• Good Communication skills (English & Local language
• Familiar with basic working on Computers/ MS Word/ MS XL.
Benefits
From RM there are 5 levels, Fastrack level and regular track for every 6months of goal sheet promotion to move to BM level.
Salary Range – 3.6 LPA (Max)
Requirements
12th Pass minimum (Graduate preferred) Experience Required: Minimum 1 year of Experience in LI in any channel. Age 25 - 32 years Two-wheeler must Previous Direct Sales experience preferred Life Insurance/Financial products Good Communication skills (English & Local language Familiar with basic working on Computers/ MS Word/ MS XL
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