Assistant Relationship Manager - Sales

ConfidentialHaridwar, Delhi NCR, Unnao

30+ days ago

Job description

Identify & conduct daily sales calls for financial planning sessions with clients

Acquire customers and generate the targeted amount of premium

Deliver Complete Product Information to Customers

Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity

Cross sell and upsell products to existing customers & build portfolios

Manage the relationship with customers to ensure persistency & renewals

Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture

Ensure the delivery of all S&D and financial KPI defined for the role

Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company

Preferred candidate profile

Must possess good communication skills and be presentable
Age under 30 years
Must be a Graduate
Must have atleast 1 year of Sales experience in Life Insurance sales
Must be a stable profile

Skills Required

Banca, Sales, Lead Generation, Life Insurance, Bancassurance, Direct Sales, Direct Channel

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Relationship Manager • Haridwar, Delhi NCR, Unnao

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