Relationship Manager Direct Marketing

1) Job Purpose

To derive Insurance Business. To ensure all the pre and post-sales support and services to the clients. Ensure not only achieving the target but also to

make sure there is a consistent growth in the business every quarter.

2) Principal Accountabilities

Accountability

Achieve Targets related to Premium and NOP in order to contribute in overall growth

of the company

Executes

smooth function of the sales and other processes in order to maximise

business potential.

Execute the right

method of business acquisition in order get the profitable mix for the

organization.

Supporting Actions

1. Get leads as per targets decided.

2. Periodically monitor and review performance

on the assigned top line and health parameters

3. Get the sales process, lead conversion and

closure of sale

1. Communicate any process change or change in

any rules and regulations by the help of different training module.

2. Ensure that actual sales and service aspects

including sales calls, issuance and complaint handling are carried out

without any blocks

1. Scrutinise the business on

regular basis and give the relevant information to superiors

2. Achieve Persistency targets as

per the company norms so that renewals take place on time

3. Take corrective actions related

to persistency and health 

3)  Relationships (If Applicable)

Internal Frequency Nature

Support Executives Daily To Log-in and receipting Policies.

Trainers Monthly For arranging trainings for self as well as for the relationships

Issuance Coordinator Daily To Ensure the policies are Issued on time.

Client Service As and When Required Service-related issues.

External Frequency Nature

Relationship Daily Business Development and to ensure the smooth sailing,

4) Desired Candidate Profile and Experience

a)   2–5 years of experience in Bancassurance sales (Life Insurance)

b)   Hands on experience in generating business through Partnerships/Self Sourcing/Referrals

c)    Strong understanding of customer profile

d)   Generate insurance leads through referrals, branch walk‑ins, customer data mining