Sales Co-ordinator

Job Description: Field Relationship Manager – Direct Channel
Department: Sales – Direct Channel
Job Location: [Panchkula]

Job Summary:

The Field Relationship Manager in the Direct Channel at Canara HSBC Life Insurance is responsible for acquiring new customers, building relationships, and driving sales of life insurance products through direct engagement with clients. The role involves proactive lead generation, client servicing, and achieving sales targets while ensuring a seamless customer experience.

Key Responsibilities:

1. Sales & Business Development:

• Identify potential customers and generate leads through various sources.

• Conduct face-to-face meetings with clients to understand their financial needs and recommend suitable life insurance products.

• Achieve assigned sales targets and contribute to overall business growth.

• Ensure smooth onboarding of customers and policy issuance.

2. Customer Relationship Management:

• Develop and maintain strong relationships with existing and prospective customers.

• Provide post-sales service and support to ensure customer satisfaction.

• Educate customers about policy benefits, claim processes, and policy renewals.

3. Market Intelligence & Reporting:

• Keep track of market trends, competitor activities, and industry developments.

• Prepare and submit daily/weekly sales reports to the management.

• Provide feedback on customer preferences and demand trends.

4. Compliance & Process Adherence:

• Ensure adherence to company policies, regulatory guidelines, and ethical sales practices.

• Maintain accurate records of customer interactions and documentation.

• Follow up on policy renewals and minimize lapses.

Key Requirements:

1. Qualifications & Experience:

• Education: Graduate 

• Experience: 1-2 years of sales experience in life insurance, financial services.

 . Skills & Competencies:

• Strong communication and interpersonal skills.

• Ability to understand customer needs and provide appropriate solutions.

• Self-motivated, goal-oriented, and proactive in sales approach.

• Good negotiation and persuasion skills.

• Basic understanding of life insurance products and financial planning.

3. Other Requirements:

• Willingness to travel within assigned territory.

• Familiarity with digital tools for lead management and reporting.

Why to Join ?

• Attractive incentives and performance-based rewards.

• Opportunity to work with a leading life insurance provider.

• Career growth and skill development opportunities.

• Supportive work culture with industry-best practices.

More about this Sales Co-ordinator job

1. What is the eligibility criteria to apply for this Sales Co-ordinator job?
   Ans: The candidate should be Graduate and above and above with 1 - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹40000 per month that depends on your interview. It's a Full Time job in Panchkula.
3. How many working days are there for this Sales Co-ordinator job?
   Ans: This Sales Co-ordinator job will have 6 working days.
4. Are there any charges applicable while applying or joining this Sales Co-ordinator job?
   Ans: No, there is no fee applicable for applying this Sales Co-ordinator job and during the employment with the company, i.e., CANARA HSBC LIFE INSURANCE.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Sales Co-ordinator role?
   Ans: There is an immediate opening of 10 Sales Co-ordinator at CANARA HSBC LIFE INSURANCE
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Sales Co-ordinator job?
   Ans: This Sales Co-ordinator job has 09:00 AM - 06:00 PM timing.