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RM - Direct Channel - Surat

Zoek Pin Surat, Gujarat

INR 2.5 - 4 Lacs

Permanent (Full time)

Posted 12 days ago

Reporting to: Business Manager/ Area ManagerPurpose of the role: The primary responsibility of the RM/ is to sell insurance policies by generating leads through the retail distribution model and serving existing customers or leads that received from the channel apart from sourcing business. Main Area of Responsibility: Drive Insurance Sales through references and leads. Job Description: Increase top of the funnel by driving periodic BTL activities to generate the prospect base through the natural market, RD support & corporate worksites. To contact qualified prospects on an ongoing basis to maximize face-to-face meetings with prospects. Adopt a need-based selling approach (basis the Financial Needs Analysis), catering to the customer's profile and his/her needs. Rigorous & timely follow- up on all prospects that are in the work in progress stage. Update & enrich prospect information in the leads Management System (LMS) / VYMO. Track performance at all times in the LMS/ VYMO & strive to maximize process efficiency (. meetings %, prospect - conversion %). Generate referrals from prospects/ customers and build own pipeline and increase the size of the funnel. Assist & coordinate with the customers for the medical formalities, collection of documents, etc. to facilitate smooth policy issuance. Ensure that all procedural requirements for policy issuance are complete & correct. Track the policies that have been logged in the branch to ensure speedy Issuance. Decision Scope: To provide correct and complete information on products to all customers that will help transparency and smooth sale of the business. This will ensure that the channel will remain competitive and successful. Deliverables Day-to-Day: Daily monitoring of leads, update leads in LMS system, reporting of daily activities to a supervisor, servicing existing clients, maintain assigned renewals data and persistency targets. Competencies: Ability to Generate References. High Energy levels. Strong Customer Orientation. Good communication skills. Strong Interpersonal Skills. Ability to Multi-task. Education & Experience: Graduate / Postgraduate. Freshers / Experience. < 40 years of age.

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