Sales Manager

PRINCIPAL ACCOUNTABILITIES

1. HNI Customer Management
- Develop and maintain strong relationships with HNI clients.
- Provide personalized financial advice and solutions to meet the unique needs of HNI customers.
- Ensure high levels of customer satisfaction and retention.

2. Cross-Selling
- Identify opportunities to cross-sell life insurance products and other financial services.
- Engage with existing customers to understand their evolving needs and recommend suitable products.
- Achieve cross-sell targets and contribute to the overall sales objectives.

3. Corporate Worksite Activity:
- Facilitate corporate worksite activities to generate footfall and new customer leads.
- Conduct presentations and workshops to educate corporate employees about insurance products and benefits.
- Convert corporate worksite leads into new customers by effectively communicating the value proposition of Bajaj Life Insurance products.

4. Sales and Business Development:
- Develop and implement strategies to achieve sales targets and business growth.
- Monitor market trends and competitor activities to identify new opportunities.
- Prepare and present sales reports and forecasts to management.

5. Customer Service:
- Address customer inquiries and resolve issues promptly and professionally.
- Ensure compliance with all regulatory and company policies in customer interactions.
- Maintain accurate and up-to-date customer records and documentation.