Key Roles & Responsibilities

- Make daily sales calls and schedule financial planning meetings with customers.
- Generate current customers and achieve the assigned premium sales targets.
- Explain insurance products and services clearly to customers.
- Follow up on leads provided by the company for new business and cross-selling opportunities.
- Cross-sell and upsell products to existing customers based on their financial needs.
- Build and maintain long-term relationships with customers to ensure renewals and repeat business.
- Follow company policies, operational processes, and underwriting guidelines while handling sales.
- Ensure accurate customer data entry and documentation.
- Achieve all assigned sales and financial performance targets (KPIs).
- Follow AML (Anti-Money Laundering), KYC (Know Your Customer), and company compliance guidelines at all times.

Required Skills

- Good communication and interpersonal skills.
- Customer-focused approach with relationship-building ability.
- Basic sales and negotiation skills.
- Ability to achieve targets and work in a team.
- Knowledge of insurance products will be an added advantage.

📌 Relationship Manager- Direct Marketing (Delhi)
🏢 Sun Life
📍 Delhi