Relationship Manager - Direct Channel (DD)

JOB SUMMARY:

The Relationship Manager Direct Channel is responsible for acquiring new customers directly, generating quality leads, promoting life insurance products, and achieving assigned business targets. The role requires building long-term customer relationships, understanding financial protection needs, providing suitable insurance solutions, and ensuring excellent customer experience throughout the sales cycle.

KEY RESPONSIBILITIES:

• Generate new business through direct sales activities, customer references, walk-ins, corporate leads, and digital lead sources.
• Prospect and identify potential customers for life insurance and investment solutions.
• Meet customers to understand their financial goals and recommend suitable protection and savings plans.
• Conduct customer presentations, need analysis, and financial planning discussions to improve conversion rates.
• Achieve individual sales targets related to premium collection, policy issuance, and revenue generation.
• Develop and maintain strong customer relationships to maximize repeat business and referrals.
• Handle customer objections professionally and provide suitable insurance solutions.
• Ensure timely follow-up of generated leads until successful policy issuance.
• Coordinate with underwriting, operations, and customer service teams for smooth policy processing.
• Maintain complete customer records, sales reports, and activity trackers in company systems.
• Participate in lead generation campaigns, corporate events, financial awareness programs, and promotional activities.
• Ensure high levels of customer satisfaction through timely service and policy assistance.
• Maintain policy persistency by conducting regular customer engagement and renewal follow-ups.
• Stay updated with insurance products, market trends, competitor offerings, and regulatory guidelines.
• Follow all IRDAI regulations, compliance standards, and company sales processes.
• Contribute towards branch revenue growth by consistently achieving assigned KPIs.

CTC: Up to 7 LPA

CONTACT : Priya Das

[email protected]

6289055051