Relationship Manager

   To offer customized insurance solution to the customers for all their financial needs and act as an interface between customer and company

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Key Responsibilities

Responsibilities

•To direct sell to the customers via appointments ( Office/ Home visits).

•To ensure that leads/ appointments allocated 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 a daily basis

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Specific Authorities( Financial & Non Financial): NA

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Key Performance Indicators:

•New Business Target Achievement = 100%

•Renewal Business = 85%

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Job Requirements:

Qualifications:

10th Pass Minimum Qualification , proficiency in MS Excel

Experience:

Minimum 1 year of Sales experience, Life Insurance Direct Sales experience preferred

Functional Competencies

•Knowledge of Financial Markets

•Sales Process Implementation

•Business Planning

•Competition Benchmarking

Behavioral Competencies

•Anticipate and leverage business opportunities

•Build customer relationships

•Customer orientation

•Take accountability for results

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Key Interactions

Internal : Nature or purpose of interaction

Branch Operations•Coordinating for Business logins and details on policy

IT - Application•LMS related operational requirements for affiliate campaigns

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Primary Responsibilities:

• Life Insurance Direct Sales experience preferred