Relationship Manager

Job Overview

We seek a competitive Field Sales Representative responsible for formulating effective sales strategies and attracting new customers. The ideal candidate will identify and close new sales prospects to meet established targets. This role is crucial in boosting revenue by handling client negotiations, managing lead generation, qualifying prospects, and overseeing the sales of products and services. As an external Sales Agent, they are also expected to monitor the competition in the market.

Responsibilities

• Drive sales using diverse customer engagement methods to meet business goals in terms of Annualized New Premium (ANP) and case volume.
• Generate new clients through leads, natural market, referrals, and orphan customer bases.
• Arrange meetings with potential customers to assess needs and explain product offerings.
• Apply and follow the Need-Based Selling Model consistently.
• Upsell and cross-sell products to the assigned orphan customer base.
• Ensure timely policy issuance by resolving any pending issues.
• Deliver prompt post-sale support across all domains for allocated customers.
• Maintain continuous customer engagement to service the assigned portfolio.
• Keep persistency ratios at desired levels.
• Collaborate closely with supervisors on meeting business targets and strategies.
• Conduct joint sales calls with supervisors when necessary.
• Forecast sales, innovate sales tactics, and assess their effectiveness.
• Assess customer skills and requirements to build strong, lasting relationships.
• Research client accounts and pursue or generate sales leads.
• Maintain and enhance the client database for the designated territory.

Qualifications & Skills

• Previous sales experience with insurance firms or Direct Selling Agents (DSAs) is preferable.
• Proven ability to exceed sales quotas.
• Knowledgeable about various sales techniques and pipeline management.
• Comfortable using computers for business processes.
• Excellent communication, negotiation, and interpersonal skills.
• Highly motivated and self-driven.
• Education: Any graduate or equivalent qualification.

Compensation

The monthly salary ranges approximately from INR 20,000 to INR 37,500.