Walk-in | Relationship Manager

Edelweiss Tokio

Bengaluru

On-site

INR 300,000 - 520,000

Full time

8 days ago

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Job summary

Edelweiss Tokio Life Insurance in Bengaluru is seeking a motivated sales professional to directly engage customers through office or home visits and drive revenue. You will follow leads from the call center and strive to achieve self-sourcing targets, with robust reporting on LMS and lead conversion.

The ideal candidate holds at least 12th pass and 1 year of life insurance direct sales experience; proficiency in MS Excel will aid in MIS reporting.

Qualifications

12th pass minimum qualification
Experience in Life Insurance direct sales preferred
At least 1 year sales experience

Responsibilities

Direct sell to customers via appointments ( Office/Home visits)
Attend leads/appointments allocated by the call center and generate revenue
Pursue Self Sourcing Targets
Maintain daily sales MIS on sales calls (LMS), Lead Utilization and conversion updates

Skills

Knowledge of Financial Markets

Sales Process

Business Planning

Competition Benchmarking

Customer relationships

Education

12th Pass

Tools

MS Excel

Job description

Role & 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

Preferred candidate profile

Qualifications 12th Pass Minimum Qualification , proficiency in MS Excel Experience Minimum 1 year of Sales experience, Life Insurance Direct Sales experience preferred

Functional Competencies