JOB CODE- DM01 Relationship Manager/Financial Officer(Direct Sales- Life Insurance)(Delhi/NCR , CTC- 1.60 TO 2.50 Lacs)

JD -Search, identify & conduct daily sales calls for financial planning sessions with clients

Acquire customers and generate the targeted amount of premium - Deliver Complet Product Information to Customers

Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity

Cross sell and upsell products to existing customers & build portfolios

Manage the relationship with customers to ensure persistency & renewals

Ensure adherence to all sales systems, operational, underwriting, compliance guidelines

& ensure accurate data capture

Key Critical Competencies

Communication & Presentation Skills

Interpersonal Skills

Result & Achievement Oriented

Customer & Service Orientation

Initiative & Self direction

Numerical Ability & Logical Reasoning

Planning & Execution