Relationship Manager

Job Title: Insurance Sales Executive/Manager-Retail Vertical
Location: Mumbai/ Ahmedabad/ Indore/ Raipur/ NCR/ Hyderabad/ Kolkata
Roles and Responsibilities:
1. Sales and Business Development
†Identify potential customers and generate leads for health and motor insurance through direct
channels (personal contacts, walk-ins, corporate camps, etc.).
†Actively pitch insurance products to individuals and retail customers to achieve monthly sales
targets.
†Organize and participate in sales campaigns, kiosks, and promotional events for customer
acquisition.
†Maintain a robust sales pipeline and focus on conversion rates.
2. Customer Relationship Management (CRM)
• Build and nurture strong relationships with existing and new customers to ensure long-term
retention.
• Provide guidance to customers in selecting suitable insurance policies tailored to their specific needs.
• Educate customers about product features, benefits, exclusions, and terms to build trust and avoid
miscommunication.
3. Policy Issuance and Documentation
• Facilitate smooth documentation for policy issuance, ensuring accurate and timely submissions.
• Assist customers in claim processing, renewals, endorsements, and modifications in policies as
required.
4. Market Research and Competitor Analysis
• Stay updated with market trends, competitor strategies, and customer preferences in the Nagpur
region.
• Provide feedback to the management on customer needs and market opportunities to improve
product offerings.
5. Cross-Selling and Upselling
• Promote cross-selling by introducing health insurance to motor insurance clients and vice versa.
• Identify opportunities to upsell higher-value policies or riders for better customer coverage.
6. Compliance and Reporting
• Ensure adherence to IRDAI guidelines and company policies for ethical selling.
• Maintain daily activity reports, sales records, and customer databases for transparency and
operational efficiency.
• Handle escalations and grievances with prompt resolution, ensuring customer satisfaction.
7. Training and Development
• Stay updated on product knowledge, new launches, and process changes through regular training
sessions.

• Share insights and learning with peers to contribute to overall team development.
Key Skills and Qualifications:
• Education: Graduate in any discipline (preferably Commerce/Marketing).
• Experience: 1-3 years in insurance sales (direct channel experience preferred).
• Skills: Strong communication, negotiation, and interpersonal skills.
• Local Knowledge: Familiarity with the Nagpur market and its customer base is an advantage.
This structure provides a balance of operational, sales, and customer-focused responsibilities, tailored to the
direct retail channel's nature of business.