Relationship Manager

3 days ago


Lucknow, India Estalvis Advisors Pvt. Ltd. Full time

A. Job Title: Relationship Manager - Direct Sales

B. Department: Direct Sales

C. Location: Chennai

D. Industry: Insurance

E. Position: 21

F. Experience: 0-8 Years

G. CTC: ₹2.80 to ₹4.00 LPA + Incentives

H. Qualifications: Minimum qualification: 10th Pass. Proficiency in MS Excel

I. Job Purpose:

  • To offer customized insurance solutions to customers, addressing their financial needs, and acting as a key interface between the customer and the company, ensuring a smooth and productive sales process.

J. Key Responsibilities:

  1. Direct Sales Engagement:
  2. Lead Management:
  3. Self-Sourcing:
  4. Business Reporting & MIS:

K. Key Performance Indicators (KPIs):

  1. New Business Target Achievement: 100%
  2. Renewal Business Achievement: 85%

L. Job Requirements:

  1. Experience: Minimum of 1 year of sales experience; experience in Life Insurance Direct Sales is highly preferred.
  2. Functional Competencies:
  3. Sales Process Implementation:
  4. Business Planning:
  5. Competition Benchmarking:

M. Behavioral Competencies:

  1. Opportunity Anticipation:
  2. Relationship Building:
  3. Customer Orientation:
  4. Accountability for Results:

N. Key Interactions:

  1. Internal:
  • Branch Operations: Coordinate business logins and ensure correct policy details are processed.
  • IT (Application): Collaborate on LMS-related operational requirements, particularly for affiliate campaigns.

O. Primary Responsibilities:

  1. Drive life insurance sales via direct customer interaction, ensuring a smooth and effective sales process.
  2. Utilize both allocated and self-sourced leads to achieve sales targets.
  3. Maintain accurate and up-to-date records of client interactions, business performance, and lead progress.

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