For Agency channel :

- Identifying prospective PFAs as per the guidelines of the organisation

- Coordinating the appointment process of the PFAs

- Activision of successfully appointed new PFAs through hand holding, participation in OJT, and ensuring their motivation to sell

- Achieving the number of active PFAs in his/her team as per the organizations targets

- Deliver sales targets and ensure adherence to the Mandated Sales Process :

- Prepare monthly and annual action plans to achieve his/her goals

- Ensuring adherence by PFAs to the Sales process as mandated by the company

- Motivating and ensuring Revenue targets (as may be set from time to time) for the PFA are achieved

- Measurement and tracking of relevant metrics for PFAs

- Ensure that R&R schemes are communicated to understood by the PFAs in the team and used effectively to motivate and help team perform

- Work towards achieving the target sales and product mix from the team of PFAs

- Track customer proposals through to conversion

For Direct channel :

- The Relationship Manager acts as an interface between the company & customers.

- He/She should be able to offer customized insurance solution to the customers for all their financial needs.

- Ensure all Training Modules laid by the L&D department are attended and certifications obtained.

- Direct selling to the customers via appointments ( Office/ Home visits).

- Ensure that leads/ appointments allocated by the call center are attended and reverted within the TAT.

- Ensure Self Sourcing Targets are achieved - Ensure business Reporting, MIS on sales call ( LMS), Lead Utilization, and conversion are updated and maintained on a daily basis.

- Ensure that MIS/ Reporting formats are maintained/ Updated on a regular basis.

- Be an Insurance solution provider for our customers.

- Educate the Customer about the company/ channel.

- Customer Servicing.

- Ensure strict adherence to Human resource Norms, Policies & processes.

Requirements :

- Qualification : Graduate/HSC

- Candidate should have field sales experience a minimum of 1 year preferably Insurance/NBFC/Banking

- Insurance sales will be an advantage

- Age - 22 to 35years

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.