Key Relationship Manager – Life Insurance | Direct Channel Role : Key Relationship Manager (KRM)

Channel: Life Insurance – Direct Channel

Experience : 2–5 Years

Employment Type : Full-Time

About The Role
We are looking for dynamic and result-oriented Key Relationship Managers to join our Life

Insurance – Direct Channel team across India.
The KRM will be responsible for driving life insurance sales through direct customer engagement, lead

generation, relationship management, and customer acquisition. The role requires solid sales ability, customer-handling skills, and a target-oriented approach.

Key Responsibilities
Drive sales of life insurance products through the Direct Sales Channel.
Generate and manage leads through calls, references, field activities, and other available channels.
Connect with prospective customers, understand their insurance requirements, and recommend suitable

products.
Build and maintain strong relationships with existing and potential customers.
Follow up with leads and ensure timely conversion.
Achieve monthly sales and business targets.
Maintain regular follow-ups with customers throughout the sales cycle.
Ensure proper documentation and adherence to company and regulatory processes.




Maintain accurate customer and sales records and provide regular updates to the reporting manager.
Identify current business prospects and contribute to overall channel growth.

Candidate Profile
Graduate in any discipline.
2–5 years of relevant experience in Life Insurance Direct Sales.
Experience in lead generation, customer acquisition, and relationship management.
Strong communication and interpersonal skills.
Target-oriented with a strong focus on sales conversion.
Good customer-handling and negotiation skills.
Comfortable with field sales/customer meetings, wherever required.
Candidates with experience in Life Insurance Direct Channel will be preferred.
Two-wheeler and a valid driving licence may be required depending on the location/role.

What We’re Looking For We are looking for candidates who are sales-driven, customer-focused, and comfortable working in a target-oriented environment, with a proven track record in Life Insurance Direct Sales. Interested candidates can apply with their updated CV.

Skills: customer acquisition,lead generation,life insurance,insurance,sales,management

📌 Key Relationship Manager Life Insurance Mumbai
🏢 Docdort
📍 Mumbai