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