Relationship manager

14 hours ago


Lucknow, India Estalvis Advisors Pvt. Ltd. Full time
A. Job Title: Relationship Manager - Direct Sales
B. Department: Direct Sales
C. Location: Chennai
D. Industry: Insurance
E. Position: 21
F. Experience: At least 6 months of relevant sales experience, preferably in the insurance industry (Bancassurance experience is highly preferred).
G. 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
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.
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