Freshers/Exp walk-in For Financial Relationship Manager @ "IDBI Federal" in Kolkata
About Company
Name: IDBI Federal Life Insurance Co Ltd
Website: www.idbifederal.com
Job Details: Education: B.Com/M.Com/BBA
Experience: 0 - 5 years
Job Location: Kolkata Walk-in on 9th Oct to 20th Oct 2015 from 9:00 AM @ Kolkata
Job Description:
Financial Relationship Manager
Candidate should possess MBA Fin/ ICWAI Inter/ CA Inter in any discipline
Financial Relationship Manager acts as an interface between the company & customers.
Should be able to offer customized insurance solution to the customers for all their financial needs.
The Primary responsibility is to drive the Insurance sales for Life & to manage and optimize the
customer acquisition model through work sites
Meeting Productivity targets as assigned by the Organization on MoM basis
Ensure all Training Modules laid by the L&D department are attended and certification obtained post assessment.
Represents IDBI Federal/Direct sales channel & its value proposition to all customers as per the
vision & values of the organization & channel.
Meeting the customers to solicit insurance products of IDBI Federal based on appointments &
references generated in the course of daily activities.
Ensure that appointments allocated by the call center are attended and reverted in the prescribed
formats within the TAT.
Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.
Ensure that a comprehensive financial need analysis of customers is done & provide insurance
solutions based on the analysis.
Customer Servicing - Maintain customer relations & ensure post sale needs of customers are met.
Ensure strict adherence to Human Resource Policies & processes.
Walk-in Address:
IDBI Federal Life Insurance Co. Ltd.,
Space No. 1, 2nd Floor, Shantiniketan Building,
8 Camac Street, Kolkata-700017.
Contact Name: Pranab
For Future Reference.
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