Job Description

Title: Virtual Relationship Manager (Contract role)

Location: Thane

Work arrangement: 6 days work from office

About Upstox

At Upstox, we're building the future of investing simple, powerful, and for everyone. We're one of India's fastest-growing fintech platforms, backed by the best in the business, including Mr. Ratan Tata and Tiger Global, and on a mission to make wealth creation accessible to every Indian. From first-time investors to seasoned traders, millions trust us to power their financial journeys. We're not just moving quick we're moving with purpose. If you thrive in a high-energy, high-impact environment, you're in the right place.

The Role: Virtual Relationship Manager

The Virtual Relationship Manager (VRM) will engage with prospects who have shown interest in health insurance products, understand their coverage needs, and provide unbiased, advisory-led guidance to help them choose the right plan. This is a consultative sales role the focus is on building trust and clarity for the customer

What You'll Do

- Connect with prospects to understand their health insurance needs, existing coverage, and family composition.





- Conduct a needs-based review flag gaps in existing cover and recommend suitable individual or family floater plans.

- Explain policy features, exclusions, waiting periods, claim process, and premium structures clearly and accurately.

- Guide prospects through the online purchase journey quote selection, proposal form, medical disclosures, and payment.

- Ensure all advice is compliant with IRDAI guidelines on advisory conduct and disclosure norms.

- Log every interaction, recommendation, and outcome accurately in the CRM.

- Meet defined targets on conversion, average handling time, and customer satisfaction (CSAT).

- Stay updated on product changes across insurer partners

What we're looking for

- 1-2 years of experience in insurance advisory or telesales, preferably health insurance/

- Strong communication and consultative skills

- Proficiency in an additional Regional Indian language is a plus

- Genuine customer-first orientation ability to explain complex policy terms in simple language.

Why This Role Rocks

You get to be the direct link between customers and their financial security, with a client-first approach all while growing with one of India's fastest-scaling fintech platforms.

📌 Virtual Relationship Manager - Insurance (Mumbai)
🏢 Upstox
📍 Mumbai