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Relationship Manager - Field Sales (PIBL)

Job Overview

The incumbent is expected to actively cover the assigned territory, cultivate merchant relationships, conduct structured needs-based conversations, address customer objections, close cases, and support the customer through documentation, medical examinations… Strong communication, interpersonal, and relationship-building skills.

Key points

  1. Independently prospect in the open market across individuals, families, salaried professionals, and small business owners to generate new business.

  2. Conduct a thorough needs analysis for each prospect and recommend the most appropriate product from the approved insurer panel.

  3. Manage customer objections effectively, close cases, and ensure complete and accurate documentation is collected at the point of sale.

  4. Minimise free-look cancellations by ensuring customers purchase products that genuinely meet their needs and that they fully understand.

  5. Prior experience in Direct Sales is mandatory.

  6. Graduate degree in any discipline (minimum qualification).

  7. Local candidate with an established presence in, and understanding of, the Delhi NCR market and community.

Skills

ProspectingCommunication

Experience: Mid-level

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