Relationship Manager

1 - 3 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

*Job Summary:*

The Front-Line Sales Executive (FLS) Direct Channel is responsible for selling life/general insurance products directly to customers through field sales activities, leads generated by the company, or self-sourced leads. The role focuses on direct customer interaction, ensuring target achievement and customer satisfaction.

 

*Key Responsibilities:*

  1. Sell insurance policies directly to individual customers through personal meetings and digital platforms.
  2. Convert leads generated by the company or through self-sourcing into sales.
  3. Build and manage relationships with new and existing customers.
  4. Conduct product presentations and financial needs analysis.
  5. Achieve monthly/quarterly sales targets and productivity benchmarks.
  6. Maintain accurate records of customer interactions and policy sales.
  7. Provide after-sales service to ensure customer satisfaction and retention.
  8. Ensure compliance with internal and external regulatory guidelines.

 

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