Relationship Manager - Life Insurance

Job Description The Relationship Manager - Direct Sales acts as a bridge between customers and the company, offering customized insurance solutions to fulfill their financial needs. The role involves direct selling to customers through appointments, ensuring leads provided by the call center are attended, and achieving self-sourcing targets. Additionally, maintaining business reporting, Management Information System (MIS), and updating sales call details are essential responsibilities. Requirements Conduct direct sales to customers through appointments, including office and home visits. Ensure attendance and revenue generation from leads and appointments allocated by the call center. Achieve self-sourcing targets set by the company. Maintain accurate business reporting, MIS on sales calls (LMS), lead utilization, and conversion rates on a daily basis. Key Performance Indicators: New Business Target Achievement = 100% Renewal Business = 85% Job Requirements: Qualifications: Minimum qualification of 10th Pass, proficiency in MS Excel. Experience: Minimum of 1 year of sales experience, preferably in Life Insurance Direct Sales. Benefits Medical Cover: Comprehensive medical coverage provided to employees and their families, ensuring access to quality healthcare when needed. Performance-Based Incentives: Opportunity for employees to earn incentives based on their performance, motivating them to achieve and exceed their targets. Fast-Track Promotions: Meritorious employees have the chance for accelerated career growth through fast-track promotions, recognizing their achievements and contributions to the organization's success. Requirements Minimum 1 years of work experience with 1-3 years of experience in a sales team handling role in life insurance.