Walk-in || Relationship Manager- Direct Marketing

Job description

**Key Roles & Responsibilities** - Make daily sales calls and schedule financial planning meetings with customers. - Generate new customers and achieve the assigned premium sales targets. - Explain insurance products and services clearly to customers. - Follow up on leads provided by the company for new business and cross-selling opportunities. - Cross-sell and upsell products to existing customers based on their financial needs. - Build and maintain long-term relationships with customers to ensure renewals and repeat business. - Follow company policies, operational processes, and underwriting guidelines while handling sales. - Ensure accurate customer data entry and documentation. - Achieve all assigned sales and financial performance targets (KPIs). - Follow AML (Anti-Money Laundering), KYC (Know Your Customer), and company compliance guidelines at all times. **Required Skills** - Good communication and interpersonal skills. - Customer-focused approach with relationship-building ability. - Basic sales and negotiation skills. - Ability to achieve targets and work in a team. - Knowledge of insurance products will be an added advantage.