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