Role & responsibilities

- Handle and follow up on company-provided leads.
- Contact prospective customers and schedule appointments.
- Meet customers and understand their financial and insurance requirements.
- Explain suitable life insurance and financial protection solutions.
- Maintain strong and professional customer relationships.
- Coordinate with the reporting manager during customer meetings whenever required.
- Follow up with prospects and convert leads into successful business.
- Achieve monthly and quarterly sales targets.
- Maintain regular follow-up and update lead/customer information.
- Ensure proper documentation and timely submission of proposals.
- Coordinate with internal teams for smooth processing of customer applications.
- Maintain customer relationships for renewals and persistency.
- Participate in team meetings, training sessions and business review meetings.




- Follow company policies, processes and compliance requirements.

Preferred candidate profile

- Graduate in any discipline.
- Candidates with experience in Life Insurance, Banking, Financial Services, NBFC or related sales will be preferred.
- Freshers with positive communication and sales aptitude can also apply.
- Good communication and interpersonal skills.
- Strong customer-handling and relationship-building skills.
- Target-oriented and self-motivated.
- Willingness to meet customers and travel locally when required.
- Ability to work independently as well as in a team.
- Candidates with an existing customer network or sales background will have an added advantage.

📌 Walk-in || Relationship Manager (Chennai)
🏢 Spoc Wealth Consultancy
📍 Chennai