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 qualified 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.
Robust 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