Key Relationship Manager - Direct Channel

1 - 2 years

4 - 8 Lacs

Posted:1 week ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Roles and Responsibilities:

  • Sales and Business Development:

    Promote and sell life insurance policies to prospective clients through direct sales channels.
  • Client Needs Assessment:

    Understand client requirements and recommend the most suitable insurance products.
  • Relationship Management:

    Build and maintain strong relationships with clients to ensure satisfaction, loyalty, and retention.
  • Customer Service:

    Provide prompt and effective responses to client inquiries and resolve any issues to ensure excellent customer service.
  • Target Achievement:

    Meet and exceed individual and team sales targets, contributing to the organization's overall business growth.
  • Industry Knowledge:

    Stay updated with insurance product features, market trends, and regulatory changes.

Candidate Qualifications:

  • Previous Sales Experience:

    Proven success in a sales role, preferably within the insurance or financial services sector. Experience in life insurance sales is highly desirable.
  • Communication Skills:

    Strong verbal and written communication abilities to effectively present information and respond to client queries.
  • Interpersonal Skills:

    Ability to build rapport, establish trust, and maintain long-term professional relationships. Strong negotiation and persuasion skills are essential.
  • Self-Motivation:

    Demonstrated ability to work independently, set personal goals, and achieve targets in a competitive environment.
  • Ethical Conduct:

    Commitment to maintaining client confidentiality and adhering to high ethical and regulatory standards.
  • Product Knowledge:

    Understanding of various life insurance products, underwriting principles, and risk assessment.
  • Computer Proficiency:

    Basic knowledge of CRM tools, Microsoft Office, and online communication platforms.

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