JD For Relationship manager- Direct Marketing
Designation: RM/FPM/ASM/SM
Education: Any Graduates
Experience: Min. 1 Year in any Domain Sales with current company
Hiring for the Company: Hdfc Life Insurance
CTC- 4 TO 5.50 LAC
100% Leads based work
Roles & Responsibilities:
· Identify & conduct daily sales calls for financial planning sessions with clients
· Acquire customers and generate the targeted amount of premium
· Deliver Complete 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
· Ensure the delivery of all S&D and financial KPI defined for the role
· Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company