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Relationship manager
1 month ago
B. Department: Direct Sales
C. Location: Vadodra
D. Industry: Insurance
E. Position: 23
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:
Experience: Minimum of 1 year of sales experience; experience in Life Insurance Direct Sales is highly preferred.
Functional Competencies:
Sales Process Implementation:
Business Planning:
Competition Benchmarking:
M. Behavioral Competencies:
Opportunity Anticipation:
Relationship Building:
Customer Orientation:
Accountability for Results:
N. 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.
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.
