Relationship Manager Direct Channel - Life Insurance Company

Role & responsibilities

Sales

•       Achieve the set business targets on ANP and case count

•       Acquire New Customer through following: Leads

Natural market References Orphan base

•       Fix meetings with the prospects to conduct need

analysis and explain products

•       Implement and adhere to Need Based Selling Model.

•       Up- sell & Cross Sell the Orphan Base of Customers allocated.

•       Ensuring timely issuance of policies by resolving pending etc.

•       Render prompt post sales service to all allocated customers with respect to all domains

•       Adhere to the customer touch-point engagement in order to service his portfolio of customers.

•       Maintaining the desired persistency ratio

•       Strategize and interact closely with the supervisor on delivering on Business nos.

•       Work collectively with the supervisor and conduct joint sales calls whenever required

•       To develop and implement short term and long term

plans to achieve sales targets

•       Adhere to Activity management framework advised

•       Follow up on their database / leads provided by Lead Management System (Orphan/ New Prospects.

Customer orientation & reporting/ (MIS)

•       Update the LMS (Lead management System) on a daily basis.

•       Adhering to the Training Road map.

•       Providing timely reports to the Supervisor / Area manager as per the requirement.

•       Ensuring compliance to internal sales process

•       Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process  gaps,  flaws and process

changes.

Preferred candidate profile

• Should have minimum 1yr of Life Insurance Sales experience
• Minimum qualification is Graduation