Relationship Manager

1 month ago


Lucknow, India Estalvis Advisors Pvt. Ltd. Full time
A. Job Title: Relationship Manager - Direct SalesB. Department: Direct SalesC. Location: ChennaiD. Industry: InsuranceE. Position: 21F. Experience: 0-8 YearsG. CTC: ₹2.80 to ₹4.00 LPA + IncentivesH. Qualifications: Minimum qualification: 10th Pass. Proficiency in MS ExcelI. 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:Direct Sales Engagement:Lead Management:Self-Sourcing:Business Reporting & MIS:K. Key Performance Indicators (KPIs):New Business Target Achievement: 100%Renewal Business Achievement: 85%L. Job Requirements:Experience:

Minimum of 1 year of sales experience; experience in Life Insurance Direct Sales is highly preferred.Functional Competencies:Sales Process Implementation:Business Planning:Competition Benchmarking:M. Behavioral Competencies:Opportunity Anticipation:Relationship Building:Customer Orientation:Accountability for Results:N. Key Interactions: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:Drive life insurance sales via direct customer interaction, ensuring a smooth and effective sales process.Utilize both allocated and self-sourced leads to achieve sales targets.Maintain accurate and up-to-date records of client interactions, business performance, and lead progress.


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