* Core Responsibilities

1. Sales (Primary Focus)

Sell insurance products (life, health, motor, corporate policies)

Generate leads through:

Personal network

Referrals

Cold calling / field visits

Channel partners (agents, brokers, banks)

Achieve monthly/quarterly revenue targets.

2. Client Relationship Management

Build long-term relationships with clients

Understand financial needs and suggest suitable policies

Handle renewals, upselling, and cross-selling

Be the go-to person for claims support and queries.

3. Advisory Role

Act like a financial consultant, not just a salesperson

Recommend:

Life cover (term plans)

Investment-linked plans (ULIPs)

Health insurance

Educate clients on risk protection and financial planning

4. Channel / Partner Management (if applicable)





Manage agents, brokers, or banca channels

Train and motivate them to generate business

Track their performance and pipeline

5. Documentation & Compliance

Ensure proper KYC and policy documentation

Follow IRDAI regulations and company policies

Maintain CRM records and sales reports

*Key Skills Required

Robust communication & persuasion

Relationship-building mindset

Basic financial understanding

High resilience (handling rejection daily)

Discipline with follow-ups

Pay: ₹180,000.00 - ₹500,000.00 per year

Work Location: In person

📌 Marketing Manager (India)
🏢 Raptas financial Solution
📍 India