Role & responsibilities
Generate leads through self-sourcing, referrals, walk-ins, and digital inquiries.
Meet prospective customers to understand their insurance and financial protection needs.
Recommend appropriate life insurance products based on customer requirements.
Achieve monthly, quarterly, and annual sales targets.
Build and maintain robust relationships with customers to ensure long-term engagement.
Conduct regular follow-ups for lead conversion and policy issuance.
Ensure timely collection and submission of customer documents.
Provide after-sales service, including policy servicing and renewal support.
Maintain accurate records of sales activities in the CRM system.
Ensure compliance with IRDAI guidelines and company policies.
Participate in sales campaigns, promotional activities, and training programs.

Preferred candidate profile
Solid communication and interpersonal skills.
Sales and negotiation abilities.
Customer relationship management.
Goal-oriented with a target-driven mindset.
Valuable presentation and convincing skills.
Basic computer knowledge and CRM proficiency.

📌 Relationship Manager Indore (India)
🏢 SKILLVENTORY
📍 India