Relationship Manager

Role & responsibilities

Preferred candidate profile

Key Responsibilities:

Direct Sales: Sell customized insurance solutions to customers by making direct appointments and providing need-based selling.

Lead Generation & Conversion: Actively work on leads provided by call centers to generate revenue and achieve self-sourcing targets.

Client Interaction: Conduct financial needs analysis and provide personalized investment and insurance advice to meet customer goals.

Relationship Management: Build and maintain long-term relationships with clients, becoming their primary point of contact.

Sales Process Management: Manage the entire sales lifecycle, including rigorous follow-ups, coordinating medical formalities, and ensuring timely policy issuance.

Reporting & MIS: Daily update and maintain business reports, sales call logs (LMS), lead utilization, and conversion rates.

Candidate Profile:

Experience: Minimum of 1-3 years of experience in sales and marketing within the Banking, Insurance, or BFSI (Banking, Financial Services, and Insurance) domain is often required.

Qualifications: A graduate degree is generally a mandatory educational qualification.

Skills:

Strong expertise in selling BFSI products.

Proficiency in a need-based selling approach and financial needs analysis.

Excellent communication and interpersonal skills.

Basic understanding of lead management systems (LMS).

A proactive approach to self-sourcing and pipeline management.

Mandatory Requirements: A two-wheeler with a valid driving license is often a mandatory requirement for field-based roles.