Direct Marketing Portfolio Manager Location 120 Thane Department Direct Marketing Reports to Customer Relationship Manager Purpose To acquire and service customers directly for life insurance products achieving business targets and ensuring excellent customer experience Key ResponsibilitiesSource new business through direct sales channels self-generated company leads Achieve sales revenue persistency targets Conduct customer meetings to explain life insurance products solutions Build long-term customer relationships for repeat referral business Ensure adherence to IRDAI regulatory norms internal compliance Must HavesGood knowledge of equity financial and insurance products 1-5 years experience in sales bancassurance or financial services Excellent communication relationship skills Qualification Graduate in any discipline Minimum Experience Level 0 - 4 years Job Qualifications .
02What you'll need
Experience
1 to 5 Yrs
Employment Type
Full time
Programming languages
direct salescustomer serviceequityfinancial productscommunication skillslife insurance productssales revenueinsurance productsrelationship skills
