Relationship Manager – Insurance (Pune)

Relationship Manager – Insurance (Pune)

20 Oct
|
INFINITYARTHVISHVA ADVISORY PRIVATE
|
Pune

20 Oct

INFINITYARTHVISHVA ADVISORY PRIVATE

Pune

Job Summary

Generate Insurance business through outbound calling, lead conversion, customer follow-ups, and channel partner development while managing cases through disbursement.

Key Responsibilities

- Generate leads, conduct outbound calls, and convert prospects.

- Source Insurance business and develop DSA/channel partner relationships.

- Coordinate with customers, brokers, and internal teams.

- Manage Insurance cases from login to issuance.

- Maintain MIS, follow up on pending cases, and achieve business targets.

Performance Criteria

- Calling productivity, lead conversion, and issuance.

- Business target achievement and partner acquisition.

- Timely case processing, follow-ups, and MIS reporting.

Required Skills

- Robust communication and convincing skills.

- Target-oriented sales approach.

- Effective coordination and follow-up skills.

📌 Relationship Manager – Insurance (Pune)
🏢 INFINITYARTHVISHVA ADVISORY PRIVATE
📍 Pune

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