Relationship Manager

1 week ago


india Estalvis Advisors Pvt. Ltd. Full time
A. Job Title: Relationship Manager - Direct SalesB. Department: Direct SalesC. Location: Mangaluru, KarnatakaD. Industry: InsuranceE.Position: 5F. 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 advantageG. 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 IndustryFixed Salary + Unlimited Incentives⁠Up 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 joiningMediclaim and Insurance from date of Joining⁠Highest incentives in the IndustryI. Qualification: Graduates with Good Communication SkillsMandate - Two wheeler + Driving LicenseJ. 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:
ABusiness 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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