Relationship Manager

1 month 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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