Relationship Officer / Relationship Manager

Aviva India; Kamrup Metropolitan, Agartala, Kolkata District; On-site; INR 300,000 - 600,000; Full time

Job summary

Aviva India is seeking a sales-oriented candidate to achieve insurance premium targets through direct sales channels and by onboarding customers. The role focuses on month-after-month sales delivery, building a robust lead pipeline, and maintaining strict adherence to sales processes.

Ideal candidates will have strong relationship-building skills, the ability to generate references from existing customers, sharp problem-solving abilities, and a solid grasp of financial numbers.

Qualifications

• High relationship building quotient.
• Capability to generate references from existing customers.
• Strong problem solving and decision making ability.
• Influencing and selling skills.
• Aptitude for financial numbers.
• Good knowledge of market, business and competition for experienced candidates.
• Two-wheeler ownership would be an added advantage.

Responsibilities

• Responsible for achieving Insurance premium targets through direct sales routes and delivery on customer retention targets.
• Effectively deliver sales targets month on month by managing the sales and onboarding of customers.
• Conceptualize and execute activities to generate and create a good pipeline of leads for closure.
• Ensure full adherence to the sales and activity management process.
• Focus on persistency targets at 13th and 25th month (Persistency and Reinstatement Bucket).

Skills

Relationship building

Reference generation

Problem solving

Influencing/selling

Numerical aptitude

Market knowledge

Two-wheeler

Job description

Role & responsibilities

• Responsible for achieving Insurance premium targets through direct sales routes & delivery on customer retention targets
• Effectively deliver sales target month on month by managing the sales and Onboarding of customers
• Conceptualize, execute several activities in a month to generate & create good pipeline of leads for closure.
• Ensure full adherence to the sales & activity management process
• Focus on 13th & 25th months Persistency and Reinstatement Bucket

Preferred candidate profile

• Should have high relationship building quotient
• Should have capability to do reference generation from Existing customers
• Problem solving and decision making capability
• Influencing and selling skills
• Aptitude for financial numbers
• Good knowledge of market/ business and competition for experienced candidates
• Having Two wheelers would be an added advantage