Relationship Manager
1 week ago
A. Job Title: Relationship Manager - Direct Sales
B. Department: Direct Sales
C. Location: Nagpur
D. Industry: Insurance
E. Position: 24
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:
- 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:
a) Experience:
- Minimum of 1 year of sales experience; experience in Life Insurance Direct Sales is highly preferred.
b) Functional Competencies:
- Knowledge of Financial Markets:
- Sales Process Implementation:
- Business Planning:
- Competition Benchmarking:
M. Behavioral Competencies:
- Opportunity Anticipation:
- Relationship Building:
- Customer Orientation:
- Accountability for Results:
N. Key Interactions:
a) 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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