16 Aug
|
Sun Life
|
Delhi
Your Role & Responsibilities:
Engage & Advise
- Conduct daily sales calls, educate customers on financial planning, and provide complete product information.
Acquire & Expand
- Generate recent business and achieve premium targets through effective customer acquisition.
Lead Management
- Follow up on leads provided by the company to convert opportunities into successful sales.
Cross-Sell & Upsell
- Maximize customer value by offering additional insurance solutions tailored to their needs.
Relationship Building
- Maintain long-term relationships with customers for policy renewals and business growth.
Process Adherence
- Ensure compliance with sales processes, KYC norms, and company policies while maintaining accurate data.
Performance-Driven
- Meet and exceed defined sales and financial KPIs for success in the role.
📌 Relationship Manager- Direct Marketing (Delhi)
🏢 Sun Life
📍 Delhi