Key Responsibilities:

- Generate life insurance business through direct customer acquisition and existing customer leads.
- Identify customer financial protection and investment needs and recommend suitable life insurance solutions.
- Achieve monthly, quarterly, and annual sales targets.
- Build and maintain long-term relationships with customers.
- Conduct customer meetings, presentations, and policy reviews.
- Cross-sell and up-sell life insurance products to existing customers.
- Ensure policy issuance, renewals, and persistency targets are met.
- Maintain high service standards and resolve customer queries promptly.
- Adhere to IRDAI guidelines and company compliance processes.

Eligibility:

- Graduate in any discipline.
- 15 years of sales experience (Life Insurance, Banking, BFSI, Direct Sales preferred).




- Robust communication and relationship management skills.
- Customer-focused with a target-driven approach.
- Local market knowledge preferred.

Key Skills:

- Direct Sales
- Customer Acquisition
- Relationship Management
- Financial Planning
- Lead Generation
- Cross-selling & Up-selling
- Negotiation & Closing Skills
- Team Collaboration

KPIs:

- Premium Collection
- Policy Issuance
- Customer Acquisition
- Renewal/Persistency Ratio
- Cross-sell Revenue
- Customer Satisfaction

PSF channel generally focuses on direct customer engagement, servicing existing customers, generating referrals, and converting leads into life insurance business.

📌 Key Relationship Manager - Life insurance (PSF) (Ahmedabad)
🏢 bwise solutions
📍 Ahmedabad