Business Development Manager (BDM)

Job Overview

The Relationship Officer role focuses on boosting life insurance sales by engaging with potential clients, understanding their financial requirements, and providing appropriate insurance solutions. Responsibilities include meeting sales goals, fostering lasting customer connections, and ensuring the quality of acquired business through diligent lead management and excellent service.

Key Responsibilities

• Meet assigned sales objectives for life insurance offerings.
• Interact with prospective clients to assess their financial protection needs.
• Recommend and cross-sell suitable life insurance products to maximize opportunities.
• Develop and sustain strong client relationships to support policy renewals and continuous engagement.
• Leverage company-assigned leads and proactively network within the local market to generate additional business.
• Keep customer data up-to-date in internal systems accurately.
• Fulfill weekly target sheets and contribute to sales campaigns and competitive events.
• Maintain quality of business by ensuring proper product mix, high policy retention, and effective lead conversion rates.
• Follow company guidelines regarding policies, compliance, and operational procedures.

Eligibility and Requirements

• Graduate degree in any field.
• Preferably prior experience in life insurance, banking, or financial service sales.
• Excellent communication abilities and skillful in managing customer relationships.
• Strong networking connections within the local marketplace.
• Goal-driven with pronounced customer-oriented mindset.

Compensation

The monthly salary ranges from 25000 to 44000 INR.