Relationship Manager

1. Sales Generation
   
• Achieve assigned life insurance sales targets through the AVC channel.
• Generate business from allocated partner branches and customer leads.
• Drive protection, savings, and investment product sales as per business requirements.
2. Relationship Management
   
• Build and maintain strong relationships with branch staff, channel partners, and customers.
• Conduct regular branch visits to increase product visibility and sales engagement.
• Ensure high partner satisfaction and long-term business association.
3. Lead Conversion
   
• Identify potential customers through branch references and customer databases.
• Conduct need-based financial planning discussions and recommend suitable insurance solutions.
• Convert qualified leads into business while maintaining quality standards..
4. Customer Service
   
• Provide prompt support to customers regarding policy issuance, servicing, and claims guidance.
• Maintain high customer satisfaction and retention levels.
• Ensure timely resolution of customer concerns.
5. Business Planning & Reporting
   
• Prepare daily activity reports and sales updates.
• Track sales pipeline, lead status, and business conversion ratios.
• Provide accurate forecasts and business plans to reporting managers.
6. Compliance & Process Adherence
   
• Follow all IRDAI guidelines and company policies.
• Ensure documentation quality and compliance standards are maintained.
• Adhere to sales governance and risk management practices.

Eligibility Criteria

• Graduate in any discipline.
• 0-3 years of experience in Life Insurance, Banking, BFSI, or Financial Services sales.
• Good communication and relationship management skills.
• Sales-oriented mindset with a customer-first approach.
• Knowledge of life insurance products and regulatory guidelines preferred.

Key Skills

• Relationship Management
• Sales & Business Development
• Customer Acquisition
• Lead Management
• Cross-selling & Upselling
• Negotiation & Influencing Skills
• Communication & Presentation Skills
• Problem Solving & Customer Service

KPI / Performance Metrics

• Monthly Premium Achievement
• Case Count & Conversion Ratio
• Productivity per Branch
• Active Branch Coverage
• Customer Retention
• Partner Engagement Score
• Compliance & Documentation Quality