Walk-in || Relationship Manager - Direct Marketing (Haryana)

Desired Candidate Profile and Experience

a) 25 years of experience in Direct Marketing (Life Insurance)/open market experience

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 walkins, customer data mining

What to look for in a candidate:

1. Presentable, communication skills with quick check on basic maths.

2. Aging below 25 & a self-starter.

3. Check energy levels, hunger for growth & for incentives.

4. Look for success stories of sales closures done through open market if any

1) Job Purpose

1) Drive Life Insurance business growth through consistent acquisition and conversion of opportunities

2) Drive end to end business – customer identification, lead creation, conversion and issuance

3) Ensure seamless pre- and post-sales support

2) Principal Accountabilities

Accountability

Supporting Actions

Achieve Targets i.e. Premium and NOP

1. Generate 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

Executes smooth function of the sales and other processes to maximise business potential.

1. Communicate any process change or change in any rules and regulations with the help of different training modules

2. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blockers

Execute the right method of business acquisition

1. Scrutinise the business on regular basis and give the relevant information to stakeholders

2. Achieve Persistency targets as per the company norms so that renewals take place on time

3. Take corrective actions related to persistency

3) Relationships (If Applicable)

Internal

Frequency

Nature

Support Executives

Training Team

Issuance Team

Client Service

Daily

Weekly/Monthly

Daily

As and When Required

To Log-in and receipting Policies.

Training for stake holders and product updates

To ensure the policies are Issued on time

Service-related issues.

External

Frequency

Nature

Relationship

Daily

Business Development and to ensure the smooth sailing,