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 perks.
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.
Valuable 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