Key Responsibilities

- Generate leads through self-sourcing, referrals, digital platforms, and field activities.

- Meet prospective customers and understand their financial protection needs.

- Present suitable life insurance solutions and close sales.

- Achieve monthly, quarterly, and annual premium targets.

- Build and maintain strong customer relationships for renewals and cross-selling opportunities.

- Ensure timely policy issuance and complete documentation.

- Maintain customer records and sales pipeline in CRM systems.

- Coordinate with operations and support teams for smooth policy processing.

- Provide post-sales service and resolve customer queries.

- Follow all IRDAI and company compliance guidelines.

Eligibility

- Graduate in any discipline.

- Minimum 15 years of experience in Life Insurance, Health Insurance, Banking, BFSI, Direct Sales, CASA, Loans, or Financial Products.

- Strong communication and relationship-building skills.





- Sales-driven and target-oriented mindset.

- Local market knowledge preferred.

Required Skills

- Direct Sales

- Lead Generation

- Customer Acquisition

- Relationship Management

- Negotiation & Closing Skills

- CRM Management

- Cross-Selling & Upselling

- Communication & Presentation Skills

Key Performance Indicators (KPIs)

- Premium Collection

- Number of Policies Sold

- Lead Conversion Ratio

- Customer Retention

- Cross-Sell Revenue

- Renewal Persistency

Preferred Candidate Profile

- Experience in Life Insurance Direct Channel, Agency, Bancassurance, Health Insurance, Banking, or Financial Services.

- Ability to work independently and achieve business targets.

- Customer-focused with robust interpersonal skills.

📌 Key Relationship Manager - Direct Channel (Life insurance) (Jamnagar)
🏢 bwise solutions
📍 Jamnagar