Relationship Manager, ABM

Roles and Responsibilities

• Convert leads and generate business through leads shared by the organization.
• Visit potential customers for New Business
• Grow existing accounts and develop new accounts in order to meet sales & profitability goals establish by the Direct Sales Management
• Ensure that business targets are met month on month
• He/she should be able to offer customized insurance solution to the customers for all their financial needs.
• Ensure all Training modules laid by L&D department are attended & certifications obtained.
• Direct selling to the customers via appointments (office/Home Visits)
• Ensure the leads/appointments allocated are attended & reverted within TAT.
• Ensure self-sourcing Targets are achieved ensure business reporting, MIS on sales call, Lead Utilization and conversion are updated & maintained daily.
• Ensure that MIS/Reporting Formats are maintained/updated on a regular basis
• Be an insurance solution provider for our customers
• Educate the Customer about the company/channel

Preferred candidate profile

This is a 100% field sales profile