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Relationship Manager- Direct Marketing

ConfidentialGhaziabad, Delhi, Delhi NCR

10 days ago

Job description

Your Role & Responsibilities :

Engage & Advise

Conduct daily sales calls, educate customers on financial planning, and provide complete product information.

Acquire & Expand

Generate new business and achieve premium targets through effective customer acquisition.

Lead Management

Follow up on leads provided by the company to convert opportunities into successful sales.

Cross-Sell & Upsell

Maximize customer value by offering additional insurance solutions tailored to their needs.

Relationship Building

Maintain long-term relationships with customers for policy renewals and business growth.

Process Adherence

Ensure compliance with sales processes, KYC norms, and company policies while maintaining accurate data.

Performance-Driven

Meet and exceed defined sales and financial KPIs for success in the role.

Skills Required

Customer Relationship, Relationship Management, Upselling, Life Insurance, Cross Selling, Direct Marketing

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Relationship Manager • Ghaziabad, Delhi, Delhi NCR

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