Position: Relationship Manager / Sales Manager – Direct Sales
Channel: Direct Sales Force (DSF)
Department: Sales & Business Development
Job Description
Responsible for generating new business through company-provided leads, references, natural market and customer databases. The role involves contacting prospective customers, understanding their financial needs, explaining suitable life insurance products and converting leads into policies.
Key Responsibilities
- Generate and follow up on leads to acquire recent customers.
- Conduct customer meetings and need analysis.
- Explain Tata AIA life insurance products and benefits.
- Achieve monthly and annual sales targets.
- Upsell and cross-sell suitable insurance solutions.
- Maintain strong customer relationships and provide post-sales service.
- Ensure timely policy issuance by resolving pending requirements.
- Follow company sales processes and compliance guidelines.
- Maintain daily activity, lead and sales reports.
- Work closely with the Sales Manager to achieve business targets.
Candidate Profile
- Graduate preferred.
- 1–4 years of experience in life insurance, banking, BFSI, telecom, loans, credit cards or direct sales preferred.
- Good communication and convincing skills.
- Customer-oriented and target-driven.
- Willingness to make customer calls and attend meetings.
Key Skills: Direct Sales | Lead Generation | Life Insurance | BFSI Sales | Customer Acquisition | Relationship Management | Need-Based Selling | Upselling & Cross-selling | Target Achievement
Reporting: Sales Manager / Area Sales ManagerRole & responsibilities