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Direct and banca channel in bangalore - Wealth planning officer/ Assistant Relationship manager

Keywords / Skills : sales, Marketing, Direct Sales, Business Development Executive, Territory Sales Manager, Financial Service Consultant, Area Sales Manager, agency, Bancassurance, Direct Sales, Channel Sales, Corporate Sales

1 - 6 years
Posted: 2017-12-07

Sales/ Business Development
Sales Exec/ Sales Representative
Area/ Territory Sales Manager
Relationship Mgr/ Account Servicing
Business Development Executive
2.50 - 4.50 lacs
Posted On
7th Dec 2017
Job Ref code
Job Description

Position Title: Assistant Relationship Manager

Department: Direct Distribution – Direct Sales Force

Key Result Area:
  • Achieve the set business targets on ANP and case count
  • Acquire New Customer through following:
  • Leads
  • Natural market
  • References
  • Orphan base
  • Fix meetings with the prospects to conduct need analysis and explain products
  • Implement and adhere to Need Based Selling Model.
  • Up- sell & Cross Sell the Orphan Base of Customers allocated.
  • Ensuring timely issuance of policies by resolving pending etc.
  • Render prompt post sales service to all allocated customers with respect to all domains
  • Adhere to the customer touch-point engagement in order to service his portfolio of customers.
  • Maintaining the desired persistency ratio
  • Strategize and interact closely with the supervisor on delivering on Business nos.
  • Work collectively with the supervisor and conduct joint sales calls whenever required
  • To develop and implement short term and long term plans to achieve sales target

Skills Required
  • Interpersonal Skills
  • Communication Skills
  • Creative thinking skills
  • Supervising/ Leadership skills
  • Teamwork Skills
  • Influencing Skills
  • Relationship Building Skills
  • Decision Making Skills

Incumbent Characteristics

Qualification: Graduate

Experience: 0 -2 years’ experience

salary: 2.00 LPA to 4.50 LPA

Age: Below 30 years

Basic Competency:
  • Good Attitude
  • Clear Communication ( Local Language ), Basic English language understanding / communication
  • Basic Mathematics ( % calculation etc )

Thanks & Regards,


About Company

HR Remedy India is a Pune based manpower recruitment and training firm with an aim to provide value aided service to employers with in-depth understanding of their requirements. We are working as a perfect bridge between employer and employee to fulfill their needs by placing a best suitable at place. We associate responsibilities to talent.

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