Mohd Arshad

A Relationship Manager, or Client Relationship Manager, is responsible for forming and maintaining connections with business clients to drive sales. Their duties include meeting with clients in-person to discuss new products or services, resolving client issues with their employer’s products or services to preserve relationships and communicating with other departments about maximizing client experiences.

Maintaining long-lasting relationships with existing customers through exceptional after-sales service. Actively sourcing new sales opportunities through cold-calling and emailing. Developing in-depth knowledge of product features and benefits. Utilizing virtual meetings to build relationships with new customers. Processing customers' purchase orders and liaising with the logistics department to ensure the timely delivery of ordered products. Advising customers on suitable product selection based on their needs and specifications. Creating a sales pipeline to accurately reflect the relative placement of sales prospects in the purchasing process. Following up on sales inquiries that are made by potential customers through website chats, emails, and inbound calls. Setting up face-to-face meetings between potential customers and Outside Sales Representatives.

The CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business. Make individual agents grow at least 20% for every year. Ensuring IRDA compliance regarding licensing and commission payments of agents. Responsible for ensuring quality of applications. Support/guide the producers in all activities related to policy services. Train agents on products, process and USP’s of Co. Key Accountabilities/ Responsibilities: Responsible for Achieving overall Gross Written Premium. Responsible for sustainable Profitability. To maintain the Hygiene. Recruitment and retentio of agengts. Responsible for Activation.