Relationship Manager

• 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. • Updateprospect information and track performance on lead management system (LMS) / VYMO • Ensurethat 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.