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2 Job openings at Vikalp
Urgent Vacancy For Relationship Manager in reputed Insurance company

Nashik, Pune, Mumbai (All Areas)

1 - 3 years

INR 3.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Job Responsibilities i. Prospecting and Onboarding 1. Identify potential individuals in the assigned geographic location who can (or be trained to) be recruited as partners to solicit insurance policies from customers. 2. Identify and engage with existing agents in the assigned geographic location and share the unique selling points, business insights, growth plans, new products / schemes to showcase company's credentials as well expand agent network. 3. Develop adequate market intelligence to acquire business by establishing, positioning the PB Partner brand and growing the brand referrals. 4. Conduct prospect training on the develop their knowledge of specialized products and partner training on the PB Partners portal and Mobile App to enable online policy issuance. ii. Relationship Management 1. Perform monthly goal setting with partners and weekly breakdown of plan with partners to achieve sales targets on a consistent basis 2. Conduct regular activation calls, meetings, and site visits to source policies from the agent partners. 3. Cascade the information on new products, partner contests, insurer contests, loyalty points and other offerings etc. for the achievement of the set goals. 4. Identify possible risks and derailers in achievement of the monthly partner plan and ensuring implementation of steps to tackle the challenges in the best possible ways iii. Business Sustainability 1. Ensure targeted retention of the partner business to be achieved by continuous follow up. 2. Ensure budgeted renewal retention ratio to be achieved by continuous follow up. 3. Ensure sustainability of the portfolio by targeting desired product mix basis the market segment. iv. Service Orientation 1. Conduct trainings for partners around regulatory guidelines an d product. 2. Resolve operational issues faced by the partners to ensure sm ooth experience Provide support in creating tickets for different service requests like cancellation requests, policy endorsements, claims etc; track such requests and ensure ease of process and approvals by coordination with internal Ops Team. NOTE : Must have relevant experience in insurance sector perferably (LIFE, MOTOR, HEALTH).

Urgent Requirement For Assistant Sales Manager in Fintech Company

Mumbai, Mumbai (All Areas)

4 - 9 years

INR 4.0 - 9.0 Lacs P.A.

Work from Office

Full Time

Key Responsibilities: 1. Sales Team Management: Assist in recruiting, training, and supervising the sales team. Monitor sales team performance, providing guidance and support to achieve targets. Conduct regular sales meetings and performance reviews. 2. Sales Strategy and Planning: Develop and implement effective sales strategies to meet company objectives. Assist in setting sales targets and developing plans to achieve them. Analyse market trends and competitor activities to identify opportunities and threats. 3. Customer Relationship Management: Maintain strong relationships with key customers and stakeholders. Address customer queries and resolve issues promptly and effectively. Ensure high levels of customer satisfaction and retention. 4. Sales Operations: Oversee daily sales operations, ensuring efficiency and productivity. Monitor and report on sales metrics and KPIs. Ensure accurate and timely processing of sales orders and documentation. 5. Reporting and Analysis: Prepare and present sales reports to senior management. Analyze sales data to identify trends and areas for improvement. Provide actionable insights and recommendations based on data analysis. 6. Compliance and Ethics: Ensure compliance with company policies, procedures, and ethical standards. Maintain confidentiality of sensitive information and adhere to legal regulations. Qualifications: Education: Bachelors degree in Business Administration, Marketing, or a related field. Masters degree or additional certifications in sales or marketing are a plus. Experience: 3+ years of experience in sales. Proven track record of achieving sales targets and driving sales growth. Desired Skills: Strong leadership and team management skills. Excellent communication and interpersonal skills. Strategic thinking and problem-solving abilities. Proficiency in Microsoft Office Suite and CRM software. Ability to analyze data and make data-driven decisions. Working Conditions. Full-time position, typically based in an office environment with occasional travel. Flexible working Hours. 4-8 Years Experience Required.

Vikalp

2 Jobs

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