Relationship Manager – Life Insurance

About the Role

We are looking for a Relationship Manager specializing in Life Insurance to proactively generate and manage leads, engage with potential clients, understand their financial protection requirements, and advise them on appropriate life insurance products.

Key Responsibilities

• Identify and generate leads via referrals, local marketing efforts, direct sales, and digital channels.
• Initiate contact with qualified prospects through phone calls, meetings, social media interactions, and virtual platforms.
• Clearly communicate features and benefits of life insurance solutions and provide personalized recommendations based on customer needs.
• Maintain regular follow-up with interested clients to assist them through the policy purchase and issuance journey.
• Keep accurate records of leads and customer information using Lead Management Systems (LMS) such as VYMO.
• Ensure completeness and accuracy of all necessary documentation and procedural requirements.
• Provide service and support to existing customers, managing policy renewals and persistency goals.
• Track and coordinate the finalization of pending policies to guarantee timely issuance.
• Submit daily reports on activities and status of leads to supervisors.
• Consistently meet or exceed established sales and business performance targets.

Candidate Profile and Requirements

• Possess a graduation degree in any field.
• Experience range: freshers up to 2 years; preference for candidates with at least 6 months of background in life insurance sales, retail or cooperative banking, DSA relationships, or channel management.
• Strong communication skills and ability to effectively handle customers.
• Proficiency in negotiation, interpersonal relations, and efficient time management.
• Comfortable navigating digital platforms and lead management tools.
• Customer-centric mindset with a strong focus on achieving targets.