Company Description SBI Life Insurance Co. Ltd., one of India’s most trusted life insurance companies, has been serving millions of families since its incorporation in 2000 and registration with IRDAI in 2001. The company offers a wide range of Protection, Pension, Savings, and Health solutions for both individual and group customers.

With a strong “Customer-First” approach, SBI Life focuses on efficient operations, ethical service standards, and hassle-free claim settlement, while investing in enhanced digital experiences for customers, distributors, and employees. It has an extensive nationwide presence through over a thousand offices, a large employee base, and a vast network of agents and partners, and is committed to a healthy, flexible work environment and impactful CSR initiatives. SBI Life is listed on BSE and NSE and manages substantial assets under management, reflecting its stability and growth in the insurance sector.

Role Description The Life Mitra role is a full-time, in office position based in Vadodara.

The Life

Mitra will engage with prospective and existing customers to understand their insurance needs, explain SBI Life’s products, and recommend suitable Protection, Pension, Savings, and Health solutions.

Responsibilities include generating leads, conducting customer meetings, completing proposal documentation, and supporting customers throughout the policy lifecycle, including premium payments and basic service requests. The role involves achieving assigned sales and service targets,



maintaining accurate records of customer interactions, and adhering to regulatory and company compliance standards.

The Life

Mitra will collaborate with local branch teams and managers, participate in training programs, and contribute to building long-term customer relationships in the Vadodara market.

Qualifications

- Candidates should possess strong communication, interpersonal, and customer service skills to engage with diverse customers and build trust-based relationships.
- Candidates should possess sales, negotiation, and basic marketing skills to generate leads, convert prospects, and achieve business targets in a competitive market.
- Candidates should possess basic financial awareness and the ability to understand insurance and investment concepts to explain product features and benefits clearly.
- Candidates should possess organizational and time-management skills to handle multiple customer interactions, maintain documentation, and meet deadlines.
- Candidates should possess comfort with using digital tools, mobile and web applications, and CRM or MIS systems for daily reporting and customer servicing.
- Minimum qualification: completion of higher secondary education (12th standard) or a graduate degree in any discipline; prior experience in insurance, banking, or financial services is an advantage.
- Ability to work on-site in Vadodara, demonstrate high ethical standards, and comply with IRDAI and company guidelines; willingness to attend training and certification programs as required.

📌 Life Mitra (Vadodara)
🏢 SBI Life Insurance Co.
📍 Vadodara