Role & responsibilities
Generate recent 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 perks, 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 valuable sales and relationship-management abilities.
Freshers with strong sales aptitude may also be considered.

📌 Relationship Manager Pune
🏢 SKILLVENTORY
📍 Pune