- Targets recent client acquisition through sourcing of leads and business conversions in conjunction with DSA Channel Partners, Area/Cluster Head and independently as well
- Manages retention of existing clients and activation for cross sell, ensuring growth in business volumes
- Strengthens & leverages existing client relationships to generate leads and business through word of mouth and good will
- Ensures regular meetings and sales calls with prospective clients and retail DSAs on a daily basis to source business
- Ensures acquisition of the right profile of customers by sourcing customers based on relevant surrogates as per the segmentation norms
- Provides inputs to Area/Cluster Head on competitor activity & latest market developments in the local area
- Drives and participates in initiatives, campaigns and contests to generate business through channel partners keeping in keeping with seasonality of local/ regional business cycles
- Monitors and achieves target book size through the above activities

Channel Management
- Meets attorneys, professional organizations, bankers,



channel partners, DSAs, Chartered Accountants etc in the real estate sector in designated region of operations to identify and source business leads and distribution expansion opportunities
- Meeting new channels every month and Ensures timely on boarding of the DSAs, DSTs, Broker's and other channel partners
- Ensures timely payout of channel partner payments and resolution of queries raised by the Retail DSA Channel Partners
- Acts as a knowledge partner and enables channel partners to enhance their understanding of products, market characteristics, financial know how and regulatory requirements

Sales Operations &Internal; Compliance
- Understands and ensures all company policies & procedures are followed through the entire sales cycle and ensures compliance of the same
- Follows the standardized sales process and documentation norms for quick and compliant closure of client's request
- Ensu

📌 Relationship Officer (Delhi)
🏢 Sun Life
📍 Delhi