Position Title-Relationship Manager.

Reporting to Branch Manager.

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

Designation :-Development Manager.

Location:-Mumbai.

Job Purpose:

To recruit and develop Personal Financial Advisor resulting in generation of new business and renewal of existing business.

Key Responsibilities

Description of Role.

To ensure Licensing of the agents and building own team

To drive productivity of the new and vintage agents

To drive performance by implementing sales promotion for the PFA

To coach and mentor PFAs in providing need based solutions for customers

To deliver new business and renewal business through the new and vintage agents

To ensure business Reporting, MIS on sales call (LMS) maintained on a daily basis .

Key Performance Indicators.

New agent acquisition Target Achievement = 100%

New Business Target Achievement = 100%

Renewal Business >= 80%

PFA Activation Target Achievement = 100%

Job Requirements

Qualifications

12th Pass Minimum Qualification if candidate is Agent in LI company and Graduation if having Sales experience.