Role & responsibilities

- Generate new business through direct sales and outbound customer acquisition.
- Handle customer leads through calls, meetings, references, and digital channels.
- Understand customer financial needs and recommend suitable life insurance products.
- Achieve monthly and annual sales targets for premium and business volume.
- Build and maintain strong relationships with existing and prospective customers.
- Conduct product presentations and explain policy benefits, features, and terms.
- Ensure proper documentation, KYC, application processing, and policy issuance.
- Follow up on leads, conversions, renewals, and customer servicing requirements.
- Maintain accurate sales reports and ensure compliance with company and regulatory guidelines.

Preferred candidate profile

- Graduate in any discipline.
- Experience in Life Insurance / Banking / Financial Services / Direct Sales preferred.
- Strong communication, negotiation, and customer-handling skills.
- Target-oriented with good sales and relationship-management abilities.
- Freshers with solid sales aptitude may also be considered.

📌 Relationship Manager (Pune)
🏢 SKILLVENTORY
📍 Pune