Relationship Manager

Position: Relationship Manager (Field Sales Representative)

Job Role:

We are looking for a dynamic and competitive Field Sales Representative to join our

team as a Relationship Manager. This is an exciting opportunity for fresh graduates to

kick-start their careers in sales and develop strategies to attract new clients. The

successful candidate will play a pivotal role in increasing our income and revenue by

managing and negotiating with clients, generating leads, qualifying prospects, and

managing the sales of our products and services. As a Sales Representative, you will

also be responsible for researching sales competition and staying ahead of

the market trends.

Roles and Responsibilities:

• Achieve Sales Targets: "Get the sale" using various customer sales methods

and achieve the set business targets on ANP and case count.

• Customer Acquisition: Acquire new customers through leads, natural markets,

references, and an orphan base.

• Client Meetings: Schedule and conduct meetings with prospects to perform

need analysis and explain our products.

• Need-Based Selling: Implement and adhere to the Need-Based Selling Model to

ensure a tailored approach to each client.

• Upselling & Cross-Selling: Leverage the orphan base of customers to upsell

and cross-sell products.

• Policy Issuance: Ensure the timely issuance of policies by resolving any

pending issues.

• Post-Sales Service: Provide prompt and efficient post-sales service to all

allocated customers.

• Customer Engagement: Adhere to customer touch-point engagement protocols

to effectively service your portfolio of customers.

• Persistency Ratio: Maintain the desired persistence ratio to ensure long-term

client satisfaction and retention.

• Strategic Collaboration: Strategize and work closely with your supervisor to

meet and exceed business numbers.

• Joint Sales Calls: Collaborate with your supervisor for joint sales calls when

necessary.

• Sales Forecasting: Forecast sales, develop innovative sales strategies/models,

and evaluate their effectiveness.

• Customer Evaluation: Evaluate customers skills and needs to build

productive, long-lasting relationships.

• Lead Management: Research accounts, generate, and follow through on sales

leads.

• Client Database Management: Maintain and expand the client database within

your assigned territory.

Desired Skills:

• Sales Experience: Prior sales experience, especially with insurance

companies/DSAs, is a plus.

• Proven Track Record: Demonstrated ability to consistently exceed sales quotas.

• Sales Techniques: Familiarity with various sales techniques and pipeline

management.

• Technical Proficiency: Competency in computer use and sales-related

software.

• Communication Skills: Strong communication, negotiation, and interpersonal

skills.

• Self-Motivation: Highly self-motivated and driven to achieve targets.

• Educational Background: Any graduate or equivalent qualification.

Why Join Us:

Incentives:

Career Growth:

Training and Development:

Supportive Environment:

Competitive Compensation:

If you are a fresh graduate with a passion for sales and a desire to build a rewarding

career, we encourage you to apply for the Relationship Manager position. Join us and

be part of a team that values innovation, dedication, and excellence