Relationship Manager

Kaabil; Sangli District; On-site; INR 300,000 - 500,000; Full time

Job summary

A life insurance company in Sangli District is looking for a sales professional to achieve sales targets on life insurance products. The role involves participating in performance reviews and adopting a need-based selling approach. Responsibilities include ensuring timely follow-up on leads, adherence to compliance norms, and hosting customer events. Ideal candidates will have a focus on customer relations and professional development.

Responsibilities

• Achieve sales target on life insurance products.
• Participate in weekly/monthly meetings on performance review with the Area Manager.
• Adopt a need-based selling approach for product positioning.
• Ensure quality follow-up on leads from Telebase.
• Adhere to compliance and procedural obligations.
• Participate in technical, product, and skills training.
• Own problems/process with customers and close the loop.
• Meet customers to resolve issues.
• Handle complaints in a professional manner.
• Host events for customers to develop relationships.
• Attend training on product and service developments.

Job description

Job Description

• Achieve sales target on life insurance products.
• Participate in weekly / monthly meeting on performance review with the Area Manager.
• Adopt a need based selling approach for product positioning with customer.
• Ensure quality follow up on leads from Telebase to ensure timely closure.
• Adhere to compliance & procedural obligations as per company laid out norms.
• Take active interest in self development needs and participate in technical, product and skills training.
• Owns the problem / process with the customer. Closes the loop.
• Meet customers to resolve issues where necessary
• Handle complaints in a timely and professional manner
• Host events for customers to develop new and long-term relationship
• Attend training and keep abreast of product and service developments

Reports to Area Manager