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 (India)
🏢 bwise solutions
📍 India