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.