Virtual Relationship Manager
Niva Bupa · Noida
Source and collection record
Last observed by our collector: . This is not a manual review or a confirmation from the employer.
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Collected role description
<table class="MsoTableGrid" border="1" cellspacing="0" cellpadding="0" style="border:none;"> <tbody><tr style="border-left:1px solid #000000;height:20.65pt;"> <td width="471" style="width:467.5pt;border:solid 1pt;background:#00B0F0;padding:0cm 5.4pt 0cm 5.4pt;height:20.65pt;"> <p class="MsoListParagraph" align="center" style="margin-left:0cm;text-align:center;text-indent:-0.9pt;"><b><span lang="en-us" style="font-family:'Calibri Light', sans-serif;" xml:lang="en-us">Key Roles & Responsibilities</span></b></p> </td> </tr> <tr style="border-left:1px solid #000000;height:16.6pt;"> <td width="471" style="width:467.5pt;border-right:1pt solid;border-bottom:1pt solid;border-left:1pt solid;padding:0cm 5.4pt;height:16.6pt;"> <p class="MsoNormal" align="left"><b><span lang="en-us" style="font-family:'Calibri Light', sans-serif;" xml:lang="en-us">Primary Role Description</span></b></p> </td> </tr> <tr style="border-left:1px solid #000000;height:48.1pt;"> <td width="471" valign="top" style="width:467.5pt;border-right:1pt solid;border-bottom:1pt solid;border-left:1pt solid;padding:0cm 5.4pt;height:48.1pt;"> <p class="MsoNormal" align="left"><span lang="en-us" xml:lang="en-us"> </span><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·</span><span lang="en-us" xml:lang="en-us"> To achieve sales targets using consultative sales approach, whilst ensuring service levels of our assigned Advisor and customer satisfaction remain paramount.</span></p> <p class="MsoNormal" align="left"><span lang="en-us" xml:lang="en-us"> </span><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·</span><span lang="en-us" xml:lang="en-us"> Responsible for sales targets through Advisor and Inbound and outbound sales.</span></p> </td> </tr> </tbody></table> <p class="MsoNormal"><b><span lang="en-us" style="font-family:'Calibri Light', sans-serif;" xml:lang="en-us"> </span></b></p> <p class="MsoNormal"><b><span lang="en-us" style="font-family:'Calibri Light', sans-serif;" xml:lang="en-us"> </span></b></p> <p class="MsoNormal"><b><span lang="en-us" style="font-family:'Calibri Light', sans-serif;" xml:lang="en-us"> </span></b></p> <p class="MsoNormal"><b><span lang="en-us" style="font-family:'Calibri Light', sans-serif;" xml:lang="en-us"> </span></b></p> <table class="MsoTableGrid" border="1" cellspacing="0" cellpadding="0" style="border:none;"> <tbody><tr style="border-left:1px solid #000000;height:17.5pt;"> <td width="471" style="width:467.5pt;border:solid 1pt;padding:0cm 5.4pt 0cm 5.4pt;height:17.5pt;"> <p class="MsoNormal" align="left"><b><span lang="en-us" style="font-family:'Calibri Light', sans-serif;" xml:lang="en-us">Key Roles & Responsibilities:</span></b></p> </td> </tr> <tr style="border-left:1px solid #000000;height:50.35pt;"> <td width="471" valign="top" style="width:467.5pt;border-right:1pt solid;border-bottom:1pt solid;border-left:1pt solid;padding:0cm 5.4pt;height:50.35pt;"> <ul type="disc"> <li class="MsoNormal" style="color:rgb(11,83,148);"><span lang="en-us" style="font-family:'Segoe UI', sans-serif;" xml:lang="en-us">To Manage the Advisors PAN India virtually from central office.</span></li> <li class="MsoNormal" style="color:rgb(11,83,148);"><span lang="en-us" style="font-family:'Segoe UI', sans-serif;" xml:lang="en-us">To provide Consistent & Superior Digital Experience to our advisors.</span></li> <li class="MsoNormal" style="color:rgb(11,83,148);"><span lang="en-us" style="font-family:'Segoe UI', sans-serif;" xml:lang="en-us">Achievement of Contact policy defined & manage Call handling as Achievement of Contact policy defined & manage Call handling as per defined standards. </span></li> <li class="MsoNormal" style="color:rgb(11,83,148);"><span lang="en-us" style="font-family:'Segoe UI', sans-serif;" xml:lang="en-us">Reach out to existing and new advisors to present our products , Monthly contest , Shortfall & Service Offerings.</span></li> <li class="MsoNormal" style="color:rgb(11,83,148);"><span lang="en-us" style="font-family:'Segoe UI', sans-serif;" xml:lang="en-us">Address all questions or issues advisors may have</span></li> <li class="MsoNormal" style="color:rgb(11,83,148);"><span lang="en-us" style="font-family:'Segoe UI', sans-serif;" xml:lang="en-us">Communicate with customers to understand their requirements and need if any</span></li> <li class="MsoNormal" style="color:rgb(11,83,148);"><span lang="en-us" style="font-family:'Segoe UI', sans-serif;" xml:lang="en-us">Offer Solutions based on advisors need & Capabilities</span></li> <li class="MsoNormal" style="color:rgb(11,83,148);"><span lang="en-us" style="font-family:'Segoe UI', sans-serif;" xml:lang="en-us">Always strive towards meeting sales targets</span></li> <li class="MsoNormal" style="color:rgb(11,83,148);"><span lang="en-us" style="font-family:'Segoe UI', sans-serif;" xml:lang="en-us">Proper hand holding of assigned advisors for Product , Process , System , Applications training & Learnings.</span></li> <li class="MsoNormal" style="color:rgb(11,83,148);"><span lang="en-us" style="font-family:'Segoe UI', sans-serif;" xml:lang="en-us"> Adherence to set processes of updating customer interactions in CRM next.</span></li> <li class="MsoNormal" style="color:rgb(11,83,148);"><span lang="en-us" style="font-family:'Segoe UI', sans-serif;" xml:lang="en-us">Providing world class Advisor and customer experience. </span></li> <li class="MsoNormal" style="color:rgb(11,83,148);"><span lang="en-us" style="font-family:'Segoe UI', sans-serif;" xml:lang="en-us">Needs to have a clear understanding of the internal and regulatory policies. </span></li> </ul> <p class="MsoNormal"><b><span lang="en-us" style="font-family:'Calibri Light', sans-serif;" xml:lang="en-us"> </span></b></p> </td> </tr> <tr style="border-left:1px solid #000000;height:17.5pt;"> <td width="471" style="width:467.5pt;border-right:1pt solid;border-bottom:1pt solid;border-left:1pt solid;background:rgb(0,176,240);padding:0cm 5.4pt;height:17.5pt;"> <p class="MsoListParagraph" align="center" style="margin-left:0cm;text-align:center;text-indent:-0.9pt;"><b><span lang="en-us" style="font-family:'Calibri Light', sans-serif;" xml:lang="en-us">Key Requirements – Education & Certificates</span></b></p> </td> </tr> <tr style="border-left:1px solid #000000;height:24.25pt;"> <td width="471" style="width:467.5pt;border-right:1pt solid;border-bottom:1pt solid;border-left:1pt solid;padding:0cm 5.4pt;height:24.25pt;"> <p class="MsoNormal"><span lang="en-us" xml:lang="en-us"> </span><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·</span><span lang="en-us" xml:lang="en-us"> Any Graduate</span><b></b></p> </td> </tr> <tr style="border-left:1px solid #000000;height:18.4pt;"> <td width="471" style="width:467.5pt;border-right:1pt solid;border-bottom:1pt solid;border-left:1pt solid;background:rgb(0,176,240);padding:0cm 5.4pt;height:18.4pt;"> <p class="MsoListParagraph" align="center" style="margin-left:0cm;text-align:center;text-indent:-0.9pt;"><b><span lang="en-us" style="font-family:'Calibri Light', sans-serif;" xml:lang="en-us">Key Requirements - Experience & Skills</span></b></p> </td> </tr> <tr style="border-left:1px solid #000000;height:24.25pt;"> <td width="471" style="width:467.5pt;border-right:1pt solid;border-bottom:1pt solid;border-left:1pt solid;padding:0cm 5.4pt;height:24.25pt;"> <p class="MsoNormal" align="left"><span lang="en-us" xml:lang="en-us"> </span><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·</span><span lang="en-us" xml:lang="en-us"> Good Communication Skills. </span></p> <p class="MsoNormal" align="left"><span lang="en-us" xml:lang="en-us"> </span><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·</span><span lang="en-us" xml:lang="en-us"> 1-2 Years of experience in Insurance industry and preferences in Agency channel.</span><b></b></p> <p class="MsoNormal" align="left"><b><span lang="en-us" style="font-family:'Calibri Light', sans-serif;" xml:lang="en-us"> </span></b></p> <p class="MsoNormal" align="left"><b><span lang="en-us" style="font-family:'Calibri Light', sans-serif;" xml:lang="en-us"> </span></b></p> </td> </tr> </tbody></table>
Collected experience requirement
1-2 years