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Relationship Manager Direct General Insurance

5 - 7 Years


Not Disclosed by Recruiter

Posted: 23 days ago

Job Description

  • To create and supervision of all In House Events (including training events) of Sakal Money along with team.
  • To mentor and guide allotted IFA/DSA/Business Partners and other staff by arranging and giving various training.
  • To arrange Mentorship Program and to recruit Business Partner through given process.
  • To provide required Quote, Pre & Post Sales Servicing to Business Partner through given process.
  • To keep Business Partners active on monthly basis through any product.
  • Desired active Business Partner ratio is 30%. Monthly and 60% half yearly, 100% Yearly.
  • To make joint call with Business Partners for higher productivity.
  • To provide respective quotes on request received from the field staff, manager and later submit it to Ops for fast conversion and issuance of policy.
  • To maintain good business relationship with Business Partners and other companies.
  • To focus and to plan activity to collect renewal premium through tele calling, Email, Sms etc
  • To help Business Partners in claim settlement through fast coordination with respective Insurance companies.


  • 2/3 years of experience in handling insurance advisor or field staff.
  • Cool headed person who can handle different kind of Business Partners with respect.
  • Smart in communication, computer literate is must, ready to travel daily within city.
  • Good presentation skill is desirable.
  • Good Tele communication skill.
  • Knowledge of insurance plans, Recruitment process and operation will be an added advantage.

Salary: Not Disclosed by Recruiter
Industry: Insurance
Functional Area: Sales, Retail, Business Development
Role Category: Retail Sales
Role: Sales/Business Development Manager
Employment Type: Full Time, Permanent

Company Profile

Sakal Money Financial Services
Sakal Money Financial Services is a Fintech Company and is associated with Sakal Media Group. Sakal Media Group is the largest independently owned media House in Maharashtra.

Under the Brand Name, Sakal Money - our vision is to be one of the largest Fintech Players in India in the coming years. We already have an online MF Investment website and strong field force for distribution.
We will also be launching an online platform for Insurance Products like Term, Mediclaim and Motor Insurance.
View Contact Details+
Contact Details

Recruiter Name:Tulsi Doultani

Contact Company:Sakal Money Financial Services