Relationship Manager - Insurance Sales

Overview

Join a leading digital financial marketplace as a Relationship Manager focused on driving insurance sales through direct field engagement. The company offers a broad range of financial products including personal and home loans, credit cards, insurance, and related services, supporting consumers to make well-informed choices leveraging technology and innovation.

Key Responsibilities

• Drive business generation through field sales efforts, cold calls, and referrals.
• Promote and sell individual health and term insurance products.
• Develop and sustain long-lasting customer relationships to encourage repeat business.
• Analyze customer financial requirements and recommend appropriate insurance solutions.
• Meet and exceed sales targets for life insurance and banking products.
• Conduct face-to-face customer meetings, presentations, and follow-ups at customer locations.
• Ensure accurate documentation and compliance with both company policies and regulatory standards.
• Liaise with internal teams to facilitate policy issuance and ongoing customer support.

Qualifications and Skills

• Experience in NBFC, BFSI, or B2C sales vertical is advantageous.
• Proven background in field sales and direct customer acquisition.
• Strong communication and interpersonal skills for building relationships.
• Results-driven with a goal-oriented attitude towards sales targets.
• Basic understanding of financial products and insurance regulatory frameworks.

Eligibility Criteria

• Minimum educational qualification: completion of 12th grade.
• Must possess a two-wheeler vehicle and hold a valid driving license.

Why Join?

• Work alongside one of India's premier insurance brands.
• Opportunities for rapid career advancement complemented by attractive incentives.
• Be part of a mission dedicated to insuring every Indian family.