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Freshers/Exp walk-in For Financial Relationship Manager @ "IDBI Federal" in Kolkata

About Company

Name: IDBI Federal Life Insurance Co Ltd


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 a Graduate 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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