Relationship Manager
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Job Description
Job Purpose
To offer customized insurance solution to the customers for all their financial needs and act as an interface between customer and company
Key Responsibilities
Description of Role
- To direct sell to the customers via appointments (Office / Home Visits),
- To ensure that leads / appointments by the call center are attended and revenue is generated.
- To ensure Self Sourcing Targets are achieved.
- To ensure Business Reporting, MIS on sales call (LMS), Lead Utilization and conversion are updated and maintained on daily basis.
Key Performance Indicators
- New Business Target Achievement = 100%
- Renewal Business = 85%
Job Requirements
- Qualifications: Graduation and Proficiency in MS Excel
- Experience: Minimum 1 year of Sales Experience, Life Insurance Direct sales experience preferred
Functional Competencies
- Knowledge of Financial Markets and Life Insurance Products
- Sales Process Implementation
- Business Planning
- Competition Benchmarking
Reporting to Branch Manager
Designation
Relationship Manager
Key Skills
Industry
HR Services
Functional Area
Sales & Marketing
Employment Type
Full Time
Education
Bachelor Degree
Job Type
Work From Office
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