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 prospects 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 (India)
🏢 Sun Life
📍 India
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.