Relationship Manager / Sr. RM - Direct Distribution
ConfidentialDelhi7 days ago
Job descriptionPrevious Sales Experience : Proven success in a sales role, preferably in insurance or financial services. Experience in life insurance sales is highly desirable. Excellent Communication Skills : Strong verbal and written communication skills to effectively present information, listen actively, and respond to client inquiries. Interpersonal Skills : Ability to build rapport, establish trust, and maintain long-term relationships with clients. Good negotiation and persuasion skills are essential. Self-Motivated : Demonstrated ability to work independently, set goals, and achieve targets. Proactive and driven to succeed in a competitive sales environment. Ethical Conduct : Adherence to high ethical standards, maintaining client confidentiality, and following regulatory guidelines. Knowledge of Insurance Products : Familiarity with various types of life insurance policies, their features, and benefits. Understanding of underwriting principles and risk assessment is an advantage. Computer Proficiency : Basic knowledge of computer systems, including proficiency in using customer relationship management (CRM) software, Microsoft Office, and online communication tools.
Role And Responsibilities
- Promote and sell life insurance policies to prospective clients through direct channels
- Understand client needs and recommend suitable insurance products
- Build and maintain relationships with clients to ensure customer satisfaction and retention
- Provide excellent customer service by addressing client inquiries and resolving any issues
- Meet and exceed sales targets and contribute to the overall growth of the organization
- Stay updated with industry trends, product knowledge, and regulatory requirements
Candidate Qualifications
Skills Required
Client Relationship, Sales Strategy, Market Analysis, Negotiation Skills, crm software, Financial Planning, Lead Generation
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Relationship Manager • Delhi
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