Estalvis Advisors Pvt. Ltd. | Relationship Manager | india
2 weeks ago
A. Job Title: Relationship Manager - Direct Sales
B. Department: Direct Sales
C. Location: Mangaluru, Karnataka
D. Industry: Insurance
E.Position: 5
F. Experience: 1-5 Years in Sales (Preferably from Life Insurance Sales / sales experience from Broking Channel Sector). Candidates having life insurance product knowledge will be an added advantage
G. Experience: At least 6 months of relevant sales experience, preferably in the insurance industry (Bancassurance experience is highly preferred).
H. CTC: Rs. 3.00 LPA to 6.25 LPA on case to case basis plus performance based Incentives.
- Special Benefits:
- Lowest Targets in the Industry
- Fixed Salary + Unlimited Incentives
- Up to 12 Promotions in a year on completion of targets with a CTC and Position Hike plus Rs 40000 Upgrade allowance on each promotions.
- No probation Period. Enjoy all company benefits right from Day 1 of joining
- Mediclaim and Insurance from date of Joining
- Highest incentives in the Industry
I. Qualification: Graduates with Good Communication Skills
- Mandate - Two wheeler + Driving License
J. 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.
K. Key Responsibilities:
- Direct Sales Engagement:
- Lead Management:
- Self-Sourcing:
- Business Reporting & MIS:
L. Key Performance Indicators (KPIs):
- New Business Target Achievement: 100%
- Ensure complete achievement of new business goals within assigned targets.
- Renewal Business Achievement: 85%
- Maintain a high percentage of renewal business, ensuring long-term customer retention.
M. Job Requirements:
a) Functional Competencies:
- Sales Process Implementation: A
- Business Planning:
- Competition Benchmarking:
b) Behavioral Competencies:
- Opportunity Anticipation: Proactively identify and leverage business opportunities.
- Relationship Building: Ability to foster long-term customer relationships based on trust and value.
- Customer Orientation: Focused on delivering customer-centric solutions.
- Accountability for Results: Take ownership of targets, performance, and outcomes.
- 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.
N. 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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