Relationship Manager- Direct Marketing

Your Role & Responsibilities:

Engage & Advise

• Conduct daily sales calls, educate customers on financial planning, and provide complete product information.

Acquire & Expand 

• Generate new business and achieve premium targets through effective customer acquisition.

Lead Management 

• Follow up on leads provided by the company to convert opportunities into successful sales.

Cross-Sell & Upsell 

• Maximize customer value by offering additional insurance solutions tailored to their needs.

Relationship Building 

• Maintain long-term relationships with customers for policy renewals and business growth.

Process Adherence

• Ensure compliance with sales processes, KYC norms, and company policies while maintaining accurate data.

Performance-Driven 

• Meet and exceed defined sales and financial KPIs for success in the role.