company name : reliance nippon life insurance
designation : relationship manager - direct sales team
ctc - upto 4 lacs
roles and responsibilities
� convert leads and generate business through leads shared by the organization.
� visit potential customers for new business
� grow existing accounts and develop new accounts in order to meet sales & profitability goals establish by the direct sales management
� ensure that business targets are met month on month
� he/she should be able to offer customized insurance solution to the customers for all their financial needs.
� ensure all training modules laid by l&d department are attended & certifications obtained.
� direct selling to the customers via appointments (office/home visits)
� ensure the leads/appointments allocated are attended & reverted within tat.
� ensure self-sourcing targets are achieved � ensure business reporting, mis on sales call, lead
utilization and conversion are updated & maintained daily.
� ensure that mis/reporting formats are maintained/updated on a regular basis
� be an insurance solution provider for our customers
� educate the customer about the company/channel
� customer servicing