JOB DESCRIPTION – RELATIONSHIP MANAGER (RM)
Health Insurance Sales

Position: Relationship Manager (RM) – Health Insurance
Salary: Rs. 30,000 per month
Monthly Target: 12–15 Successful Insurance Policies
Trial Period: 3 Days
Trial Target: Minimum 1 Successful Insurance Sale
Lead Source: Self-Generated Leads

JOB OVERVIEW

We are looking for a self-driven, confident, and target-oriented Relationship Manager (RM) to join our Health Insurance Sales Team.

The RM will be responsible for generating leads, building customer relationships, understanding customer requirements, explaining suitable health insurance plans, and converting prospects into successful policies.

KEY RESPONSIBILITIES

- Generate potential customers through networking, references, calling, online channels, and personal contacts.
- Build and maintain strong relationships with prospective and existing customers.
- Understand customer requirements, budget, and insurance needs.
- Explain health insurance plans, coverage, benefits, features, and key terms clearly.
- Compare available insurance plans and recommend suitable options.
- Handle customer queries, objections, and concerns professionally.
- Conduct regular follow-ups with prospective customers.
- Convert self-generated leads into successful health insurance policies.
- Maintain proper customer records and sales follow-ups.
- Achieve the monthly target of 12–15 successful insurance policies.

REQUIRED SKILLS

- Excellent communication and interpersonal skills.
- Strong sales, convincing, and negotiation abilities.
- Good customer relationship management skills.




- Ability to independently generate leads and build a sales pipeline.
- Strong objection-handling and follow-up skills.
- Target-oriented and self-motivated approach.
- Ability to explain and compare insurance products effectively.
- Prior experience in insurance, banking, financial services, or direct sales will be preferred.

3-DAY TRIAL PERIOD

The candidate will undergo a 3-day performance-based trial period.

During the trial period:

- The candidate must generate at least 1 successful health insurance sale.
- Leads will not be provided by the company.
- Candidates must generate their own leads through personal contacts, networking, calling, online channels, references, or other legitimate sources.
- The candidate must demonstrate the required sales and customer-handling capabilities.

Candidates who successfully achieve the trial target and demonstrate suitable performance will be considered for continuation in the role.

COMPENSATION AND PERFORMANCE

Monthly Salary: Rs. 30,000
Monthly Target: 12–15 Successful Policies
Trial Period: 3 Days
Trial Target: Minimum 1 Successful Sale
Lead Source: Self-Generated Leads

IDEAL CANDIDATE

The ideal candidate should be:

- Confident and comfortable communicating with customers.
- Solid in sales and customer handling.
- Capable of generating leads independently.
- Good at follow-ups and objection handling.
- Comfortable working with sales targets.
- Self-motivated and performance-oriented.
- Willing to take responsibility for the complete sales process, from lead generation to policy conversion.

Pay: ₹30,000.00 - ₹31,000.00 per month

Work Location: Remote

📌 Relationship Manager (India)
🏢 ICS
📍 India