Relationship Manager

To offer customized insurance solution to the customers for all their financial needs and act as an interface between customer and company 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 • New Business Target Achievement = 100% • Renewal Business = 85% Qualifications Diploma or Degree
Minimum 6 month experience of Sales, Life Insurance Direct Sales experience preferred. Knowledge of Financial Markets Sales Process Implementation Business Planning Competition Benchmarking