Relationship Development Specialist
3 weeks ago
A. Job Title: Relationship Development Specialist
B. Department: Direct Sales
C. Job Purpose:
- To provide customized insurance solutions to customers, addressing their financial needs, while acting as a vital interface between the customer and the company.
D. Key Responsibilities
- Direct Sales:
- Lead Management:
- Self-Sourcing:
- Reporting and MIS:
E. Key Performance Indicators
- New Business Target Achievement: 100%
- Renewal Business Target: 85%
F. Job Requirements
a) Experience:
- Minimum 1 year of sales experience, with a preference for candidates with direct sales experience in life insurance. Freshers will also be considered.
b) Functional Competencies
- Knowledge of financial markets
- Sales process implementation
- Business planning
- Competition benchmarking
c) Behavioral Competencies
- Ability to anticipate and leverage business opportunities
- Strong relationship-building skills
- Customer-oriented mindset
- Accountability for results
G. Key Interactions
- Internal:
- Branch Operations: Coordinate for business logins and policy details.
- IT - Application: Address LMS-related operational requirements for affiliate campaigns.
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