Estalvis Advisors Pvt. Ltd. | Relationship Manager | secunderabad

3 days ago


secunderabad, India Estalvis Advisors Pvt. Ltd. Full time

A. Job Title: Relationship Manager-Direct Sales

B. Department: Direct Sales

C. Location: Delhi

D. Industry: Insurance

E. Position: 73

F. Experience: 0-8 Years

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. 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.

J. Key Responsibilities

  • Direct Sales:
  • Lead Management:
  • Self-Sourcing:
  • Reporting and MIS:

K. Key Performance Indicators

  • New Business Target Achievement: 100%
  • Renewal Business Target: 85%

L. 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

M. 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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