Job Responsibilities & Performance Requirements The employee shall be responsible for handling assigned health insurance leads, making outbound calls, qualifying prospects, understanding customer requirements, conducting systematic follow-ups, generating appointments and quotations, supporting policy conversions and renewals, generating referrals, maintaining customer relationships, and updating all relevant activities in the Company's CRM system.

The employee shall also participate in customer-service, sales, promotional and business-development activities as assigned by the Company from time to time.

KPI & Performance Targets The employee shall be required to achieve the Key Performance Indicators (KPIs), sales targets and activity targets assigned by the Company from time to time.

Such KPIs may include, but are not limited to:

Number of outbound calls

Qualified leads

Customer follow-ups

Appointments generated

Quotations

Policies converted

Health insurance premium achieved

Renewals and referrals





CRM updates and reporting The Company reserves the right to revise or modify KPIs and performance targets from time to time based on business requirements, lead availability, market conditions, role allocation and performance expectations. The applicable KPI/Target Sheet or written communication issued by the Company shall be followed by the employee.

CRM Compliance

“If it is not updated in CRM, it did not happen.”

All calls, leads, follow-ups, customer interactions, quotations, conversions and other assigned activities must be accurately recorded in the Company's CRM system.

Performance Review The employee's performance will be reviewed periodically based on assigned KPIs, quality of customer interactions, conversion performance, attendance, discipline, CRM compliance and overall contribution to the Company.

Pay: ₹12,000.00 - ₹18,000.00 per month

Work Location: In person

📌 Relationship Executive - Health Insurance (Kochi)
🏢 Inwise Fintech
📍 Kochi