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 good communication and sales aptitude can also apply.

* Positive 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