Senior Relationship Manager

Role & responsibilities

Job Description Direct Distribution Frontline Sales

Band- 1

CTC - Up to 3.5 lakh rupees

JOB SUMMARY:

Promoting and Selling Life insurance products directly to customers, identifying client needs, building client relationships and meeting Sales targets

KEY RESPONSIBILITIES:

• Lead Generation- Identify and Prospect new clients through networking, referrals or cold calling.
• Directly promote and sell life insurance policies to prospective clients.
• Assess client needs and financial goals to recommend the most suitable insurance products as per customer need analysis and ensure right product positioning with customer.
• Build and maintain long lasting relationships with clients for retention and customer satisfaction.
• Meet or Exceed sales targets and performance metrics and achieve new business productivity & Renewal Targets.
• Handle client inquiries and provide customer service throughout the sales process.
• To manage all the operations of processing application, Forms, and Policy documentation and collaborate with operations team for timely issuance of policy.
• Maintain up to date knowledge of all insurance products and company regulations.
• Stay informed about industry trends, competitors’ offerings and regulatory updates.
• Ensure to report DSR via company’s sales report management system.
• Handle policy renewals and other administrative tasks related to policies to provide excellent customer service to the existing and new clients.
• Ensure quality follow up on assigned leads to ensure timely closure and update status on assigned leads.
• Adhere to compliance & procedural obligations as per company laid out norms.

Preferred candidate profile

Contact 6366425590