Relationship Manager

A. Job Title: Relationship Manager - Direct Sales

B. Department: Direct Sales

C. Location: Mangaluru, Karnataka

D. Industry: Insurance

E.Position: 5

F. Experience: 1-5 Years in Sales (Preferably from Life Insurance Sales / sales experience from Broking Channel Sector). Candidates having life insurance product knowledge will be an added advantage

G. Experience: At least 6 months of relevant sales experience, preferably in the insurance industry (Bancassurance experience is highly preferred).

H. CTC: Rs. 3.00 LPA to 6.25 LPA on case to case basis plus performance based Incentives.

1. Special Benefits:

• Lowest Targets in the Industry
• Fixed Salary + Unlimited Incentives
• Up to 12 Promotions in a year on completion of targets with a CTC and Position Hike plus Rs 40000 Upgrade allowance on each promotions.
• No probation Period. Enjoy all company benefits right from Day 1 of joining
• Mediclaim and Insurance from date of Joining
• Highest incentives in the Industry!!

I. Qualification: Graduates with Good Communication Skills

• Mandate - Two wheeler + Driving License

J. Job Purpose:

• To offer customized insurance solutions to customers, addressing their financial needs, and acting as a key interface between the customer and the company, ensuring a smooth and productive sales process.

K. Key Responsibilities:

1. Direct Sales Engagement:
2. Lead Management:
3. Self-Sourcing:
4. Business Reporting & MIS:

L. Key Performance Indicators (KPIs):

1. New Business Target Achievement: 100%
2. Ensure complete achievement of new business goals within assigned targets.
3. Renewal Business Achievement: 85%
4. Maintain a high percentage of renewal business, ensuring long-term customer retention.

M. Job Requirements:

a) Functional Competencies:

1. Sales Process Implementation: A
2. Business Planning:
3. Competition Benchmarking:

b) Behavioral Competencies:

1. Opportunity Anticipation: Proactively identify and leverage business opportunities.
2. Relationship Building: Ability to foster long-term customer relationships based on trust and value.
3. Customer Orientation: Focused on delivering customer-centric solutions.
4. Accountability for Results: Take ownership of targets, performance, and outcomes.
5. Key Interactions:
6. Internal:
7. Branch Operations: Coordinate business logins and ensure correct policy details are processed.
8. IT (Application): Collaborate on LMS-related operational requirements, particularly for affiliate campaigns.

N. Primary Responsibilities:

1. Drive life insurance sales via direct customer interaction, ensuring a smooth and effective sales process.
2. Utilize both allocated and self-sourced leads to achieve sales targets.
3. Maintain accurate and up-to-date records of client interactions, business performance, and lead progress.