Relationship Manager - Direct Sales

Key Skills

Field Sales Convincing Skills Insurance BFSI Broking Insurance Broking Sales

Job Description

Purpose of Role: The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that received from the channel apart from sourcing business.

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 Ensure strict adherence to Human Resource Norms

Decision Scope: To provide correct and complete information on products to all customers that will help transparency and smooth sale of the business. This will ensure that the channel will remain competitive and successful.

**CTC we can offer is between 5 Lac depending upon relevant experience and suitability (Maximum no of candidates would be hired between -4 Lac CTC, for highly experienced/performers, we can go up to 5 L)

Experience : 1 - 5 Years

No. of Openings : 100

Education : Any Bachelor Degree

Role : Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

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