RELATIONSHIP OFFICER / MANAGER

To identify and develop new business segments and geographical areas to generate business opportunities
To acquire and build relations with High Net worth, Retail and corporate customers for the company
To develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business
To achieve targets for Sales, Revenue and Profitability within a given time-frame (weekly, monthly, quarterly)
Provide the customer with various investment avenues and advising them on asset allocation
To analyze the customers risk appetite, time horizon and provide him advisory services in line with customers
Understanding the sensitivity involved in various business classes and providing them services within a prescribed turn around time (TAT).
Conceptualize & implement sales promotional plan through various marketing channels
Selling the insurance product to the existing customers,
and advising them regarding the ever changing trends in the
financial markets
One point of contact for the customer for all their financial needs.
Continuous updation of the MIS Report (Daily, Weekly, Monthly)
Resolution of clients queries at the initial level and escalate the major queries to the Unit Manager
Should have the required domain knowledge about the Insurance Industry
Should have the knowledge about the required segment / focus group which they would pitch for client generation

To identify and develop new business segments and geographical areas to generate business opportunities
To acquire and build relations with High Net worth, Retail and corporate customers for the company
To develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business
To achieve targets for Sales, Revenue and Profitability within a given time-frame (weekly, monthly, quarterly)
Provide the customer with various investment avenues and advising them on asset allocation
To analyze the customers risk appetite, time horizon and provide him advisory services in line with customers
Understanding the sensitivity involved in various business classes and providing them services within a prescribed turn around time (TAT).
Conceptualize & implement sales promotional plan through various marketing channels
Selling the insurance product to the existing customers,
and advising them regarding the ever changing trends in the
financial markets
One point of contact for the customer for all their financial needs.
Continuous updation of the MIS Report (Daily, Weekly, Monthly)
Resolution of clients queries at the initial level and escalate the major queries to the Unit Manager
Should have the required domain knowledge about the Insurance Industry
Should have the knowledge about the required segment / focus group which they would pitch for client generation

Surlin is India's second largest spread recruitment chain with 30 plus offices spread across the country and also the nation's largest call center /BPO traininig academy. Headquartered in the garden city and IT hub of India ,Bangalore, Surlin also operates in UK, Canada , USA ,Germany,Australia, Thailand,Israel,UAE Saudi Arabia,Nepal, Bangladesh and Mauritius. Surlin's main businesses are permanent and temporary (contract) hiring of staff, corporate and retail training , Software services and consulting services.