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Posted 22 Sep 2025

Relationship Manager

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Employment
Full time
Team
Field sales
Posted
22 Sep 2025

About the role

To offer customized insurance solution to the customers for all their financial needs and act as an interface between customer and company   Responsibilities • To direct sell to the customers via appointments ( Office/ Home visits). • To ensure that leads/ appointments allocated by the call center are attended and revenue is generated • To ensure Self Sourcing Targets are achieved • To ensure business Reporting, MIS on sales call ( LMS) , Lead Utilization and conversion are updated and maintained on a daily basis • New Business Target Achievement = 100% • Renewal Business = 85%   Qualifications Diploma or Degree
Minimum 6 month experience of Sales, Life Insurance Direct Sales experience preferred. Knowledge of Financial Markets Sales Process Implementation Business Planning Competition Benchmarking

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