Relationship Manager

JOB PURPOSE:

Summarize in one statement why the job exists; and how it contributes to the overall objective of the company.

Skills & Knowledge

(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this

job and not the incumbent)

PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job)

To drive life insurance sales by building and managing client relationships, maximizing lead conversion, and achieving

business targets through cross-selling, renewals, and efficient operations.

You will be part of a dynamic sales team responsible for offering life insurance solutions to customers.

Key Responsibilities:

▪ Achieve sales targets for life insurance by engaging with prospective customers.

▪ Understand customer needs and offer suitable life insurance products, including cross-selling and upselling.

▪ Build and maintain strong relationships with clients to ensure timely renewals and customer satisfaction.

▪ Utilize provided leads effectively on a daily basis to maximize business opportunities.

▪ Maintain accurate customer data and update systems regularly.

▪ Drive performance through weekly goal sheet achievements and participation in sales contests.

▪ Ensure high standards in product mix, policy persistency, and lead conversion rates.

▪ Operate efficiently with a focus on cost-effectiveness and quality business.

What’s in it for You:

▪ Structured training and mentorship to build your insurance and sales expertise.

▪ Opportunity to work in a client-facing role from Day 1.

▪ Career progression based on merit and performance.

▪ Exposure to a competitive and rewarding sales environment.

Master’s /Graduation in business administration or in any stream.

▪ Communication in English, Hindi & other Regional Language

▪ Keen to work in a highly competitive environment.

▪ Right attitude & never – say- die mind-set.

▪ Effective planning, time management and organizational skills

▪ Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging

business knowledge and technical aptitude.