Senior Relationship Manager
April 2022 – Present
Key Achievements:
Achieved 115% of sales targets in first quarter, driving ₹2.5+ crores in monthly revenue through strategic dealer engagement
Improved dealer network performance by 30% through personalized coaching and incentive optimization programs
Reduced dealer churn rate to 5% by implementing relationship management strategies and quarterly business planning sessions
Responsibilities:
Managing network of 109+ dealers with focus on performance optimization and target achievement
Oversee Dealer Network Management and ensure consistent sales performance
Collaborate with Territory Managers (TMs) and Area Sales Managers (ASMs) for coordinated growth
Facilitate cross-functional communication between dealers and internal teams
Drive strategies for dealer performance optimization and retention
Relationship Manager
September 2018 – 2022
- Onboarded and trained 250+ agents with 95% retention rate, generating ₹8 crores+ in annual premium income
- Increased policy placements by 40% through consultative selling approach and personalized product recommendations
- Built partnerships with 50+ agency decision-makers resulting in joint business planning initiatives that drove consistent quarter-over-quarter growth
Responsibilities:
Maintained strong relationships with key agency decision-makers, collaborating on marketing initiatives and joint business planning to foster long-term partnerships
Provided comprehensive product knowledge and consultative advice to insurance agents, tailoring life insurance solutions to individual client needs and maximizing policy placements
Actively participated in agent recruitment and onboarding processes, ensuring new agents were equipped with necessary skills and knowledge
