Job title: Premier Relationship Manager( Life Insurance ), Patna

Company: Kaarlo Training & HR Solutions

Job description: Job Purpose

Recruitment and Development of Personal Financial Advisor(agents interacting with customers),

Business/Sales Consultant - Social Network (7-25 yrs) Metros/Anywhere in India/Multiple Locations/Any Location/Andhra Pradesh/Bangalore/Bihar/Chandigarh/C (B2B/Corporate Sales)

Generation of new business and renewal of existing business through a team of engaged Personal

Financial Advisors

Building a team of PFAs:

  • Identifying prospective PFAs as per the guidelines of the organisation
  • Coordinating the appointment process of the PFAs
  • Activisation of successfully appointed new PFAs through handholding, participation in OJT and ensuring their motivation to sell
  • Achieving the number of active PFAs in his / her team as per the organisations targets

Deliver sales targets and ensure adherence to the Mandated Sales Process:

  • Prepare monthly and annual action plans to achieve his/her goals
  • Ensuring adherence by PFAs to the Sales process as mandated by the company
  • Motivating and ensuring Revenue targets (as may be set from time to time) for the PFA are achieved
  • Measurement and tracking of relevant metrics for PFAs
  • Ensure that R&R schemes are communicated to understood by the PFAs in the team and used effectively to motivate and help team perform
  • Work towards achieving the target sales and product mix from the team of PFAs
  • Track customer proposals through to conversion

Training and Grooming his / her team of PFAs:

  • Identify training needs across the team
  • Co-ordination with Branch Development Partner for the development and training of PFAs in his team
  • Mega launch of each new PFA
  • Maintain ongoing communication and connect with the team to share details of upcoming contests, R&R, processes, etc.
  • Perform the role of a people manager fostering a culture of ownership, customer focus, entrepreneurship and team work across the entire branch


Candidate shall have 2-5 years of life insurance company experience in sales, preferable from Direct Channel.

路 Need immediate joiners

路 Preferable local candidate from location mentioned.

路 Candidate shall have to build strong relationship across the partner network.

路 Candidate should be good in communication, Posses product knowledge of competition and Presentable

路 Age should be maximum 35 years.

路 Shall be graduate / Post Graduate from recognized University.


CTC 鈥 up to 4.2LPA.

Location: Bihar

Job date: Tue, 07 Nov 2023 23:06:49 GMT