Assistant Manager - Sales

JOB SUMMARY

Sales Officers (Freshers)

KEY RESPONSIBILITIES

1. Customer Service & Relationship Management (SO & AM)

• Build, maintain, and strengthen relationships with assigned customers.

• Ensure retention of the allocated Book of Relations (existing customer portfolio).

• Act as a single point of contact for walk-ins, customer queries, and complaints.

• Understand customer financial goals and assist with basic financial planning.

• Conduct competition analysis to offer informed and professional advice.

• Schedule daily self-appointments from the provided customer database as per campaign requirements.

• 2. Sales Responsibilities

  For Sales Officer (SO Fresher)

  • Support senior team members in customer engagement and sales activities.

  • Promote life insurance products with full training and guidance provided.

  • Understand customer needs and participate in sales discussions.

  • Build a learning mindset toward financial planning and customer handling.

  For Associate Manager (AM 6 Months to 2 Years Experience)

  • Independently drive sales targets through strong relationship-based selling.

  • Conduct detailed financial planning discussions with customers.

  • Lead retention, cross-sell, and up-sell activities for existing customers.

  • Manage escalations and complex customer portfolio needs.

    ELIGIBILITY CRITERIA

    Sales Officer (SO Fresher)

    • Graduate (Freshers eligible).

    • 2128 years

    • Good communication skills (English + regional language).

    • Basic computer knowledge.

    • not mandatory

    • Customer-focused, willing to learn, and target-oriented.

    Associate Manager (AM Experienced)

    • 6 months to 2 years of sales experience

    • Minimum 6 months experience in Life Insurance is mandatory

    • 2332 years

    • two-wheeler/personal conveyance

    • Strong communication skills and relationship-building ability.

    • Result-oriented with experience in target-based roles.

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    KNOWLEDGE / SKILLS / ABILITIES (SO & AM)

    • Process and result orientation.

    • Customer centricity & relationship management.

    • Basic computer literacy.

    • Good communication skills in English and the regional language.