Relationship Manager - Hdfc Securities

Tata AIA Life Insurance; Kolkata District; On-site; INR 350,000 - 550,000; Full time

Job summary

Tata AIA Life Insurance is recruiting for a sales role based in Kolkata, India. The incumbent will work with the Branch Manager to implement business plans, drive branch staff performance, and log in customer applications while building strong relationships with the HDFC Securities staff to achieve branch targets.

The role requires 1-2 years of Life Insurance sales experience and the ability to prospect and meet customers within and outside the branch to meet short- and long-term targets.

Qualifications

• 1-2 years experience in Life Insurance sales.

Responsibilities

• Working jointing with the Branch Manager on Business Implementation plan
• Driving and motivating the branch staff and providing closure support & logging in applications sourced
• Tapping the right database of the branch and ensure authentic documentation
• Build relationship with the HDFC Securities branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively
• Prospect and meet customers within and outside the Branch as when required
• To develop, agree and implement short term and long term plans to achieve sales targets
• To achieve branch staff activation targets
• Work collectively with HDFC Securities staff and conduct joint sales calls as a team to achieve business nos.
• Seek commitment from the partner towards achievement of business objective

Skills

Life Insurance sales

Job description

Role & responsibilities

Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches

• Working jointing with the Branch Manager on Business Implementation plan
• Driving and motivating the branch staff and providing closure support & logging in applications sourced
• Tapping the right database of the branch and ensure authentic documentation
• Build relationship with the HDFC Securities branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively
• Prospect and meet customers within and outside the Branch as when required
• To develop, agree and implement short term and long term plans to achieve sales targets
• To achieve branch staff activation targets
• Work collectively with HDFC Securities staff and conduct joint sales calls as a team to achieve business nos.
• Seek commitment from the partner towards achievement of business objective

Preferred candidate profile

1-2 years experience in Life Insurance sales