Company Name : Reliance Nippon Life Insurance
Designation : Relationship Manager - DIRECT SALES TEAM
CTC - Upto 4 lacs
Roles and Responsibilities
� Convert leads and generate business through leads shared by the organization.
� Visit potential customers for New Business
� Grow existing accounts and develop new accounts in order to meet sales & profitability goals establish by the Direct Sales Management
� Ensure that business targets are met month on month
� He/she should be able to offer customized insurance solution to the customers for all their financial needs.
� Ensure all Training modules laid by L&D department are attended & certifications obtained.
� Direct selling to the customers via appointments (office/Home Visits)
� Ensure the leads/appointments allocated are attended & reverted within TAT.
� Ensure self-sourcing Targets are achieved � ensure business reporting, MIS on sales call, Lead
Utilization and conversion are updated & maintained daily.
� Ensure that MIS/Reporting Formats are maintained/updated on a regular basis
� Be an insurance solution provider for our customers
� Educate the Customer about the company/channel
� Customer Servicing