Relationship Manager
- Location
- Chennai, Tamil Nadu, India
- Last seen
- Oct 11, 2026
About the role
To offer customized insurance solution to the customers for all their financial needs and act as an interface between customer and company
Responsibilities
- To direct sell to the customers via appointments ( Office/ Home visits).
- To ensure that leads/ appointments allocated by the call center are attended and revenue is generated
- To ensure Self Sourcing Targets are achieved
- To ensure business Reporting, MIS on sales call ( LMS) , Lead Utilization and conversion are updated and maintained on a daily basis
- New Business Target Achievement = 100%
- Renewal Business = 85%
Qualifications
Diploma or Degree Minimum 6 month experience of Sales, Life Insurance Direct Sales experience preferred.
Knowledge of Financial Markets
Sales Process Implementation
Business Planning
Competition Benchmarking