Relationship Manager

Job Description – Life Insurance Sales (Executive / RM / POSP Manager)

Department: Sales
Roles:

• Life Insurance Sales Executive

• Relationship Manager (RM)

• POSP Manager

About the Role

We are looking for dynamic and result-oriented professionals to join our Life Insurance Sales team. The role involves selling life insurance products, managing customer relationships, and driving business growth through direct sales and partner channels.

Key Responsibilities

For All Roles

• Connect with potential and existing customers via calls and meetings

• Explain life insurance products and financial benefits

• Generate leads and convert them into sales

• Handle customer queries and objections effectively

• Maintain customer records, follow-ups, and pipeline

• Achieve monthly sales/revenue targets

Role-Specific Responsibilities

1. Life Insurance Sales Executive

• High-volume calling and lead conversion

• Pitch insurance plans effectively

• Close sales with proper follow-ups

👉 Focus: Calling & Sales Conversion

2. Relationship Manager (RM)

• Build and maintain strong customer relationships

• Understand client financial goals and suggest suitable plans

• Cross-sell and upsell insurance products

• Manage premium customers

👉 Focus: Customer Retention & Value Selling

3. POSP Manager

• Recruit, train, and manage POS (Point of Sales) agents

• Monitor team performance and sales targets

• Drive business through agent network

• Provide ongoing training and support

👉 Focus: Team Management & Business Growth

Eligibility Criteria

• Minimum Qualification: 12th Pass / Graduate (Male or Female)

• Experience: Preferred in life insurance / financial sales

• Freshers with strong communication skills may also apply (for Executive role)

Required Skills

1. Communication & Listening Skills 📞

• Clear and confident communication (Hindi + English)

• Ability to simplify complex insurance concepts

• Strong listening skills

2. Sales & Persuasion Skills 💼

• Ability to sell financial products over calls/meetings

• Strong objection handling and closing ability

3. Product & Financial Knowledge 📊

• Understanding of:

  • Term Plans

  • Endowment & Savings Plans

  • ULIPs

  • Riders (Health/Accidental)

• Basic financial planning knowledge

4. Relationship & Trust Building 🤝

• Ability to build long-term customer trust

• Ethical and consultative selling approach

5. Target Orientation 🎯

• Comfortable working under sales targets

• Performance-driven mindset

6. Follow-up & Persistence 🔁

• Strong follow-up skills

• Ability to nurture long-term prospects

7. Technical Skills 💻

• CRM tools / Excel knowledge

• Dialer systems

• Data management

Additional Must-Have Skills

• Confidence & positive attitude

• Patience and persistence

• Time management

• Negotiation skills

• Basic compliance understanding (IRDAI guidelines)

Preferred / Advantage

• Experience in life insurance sales

• Knowledge of insurance companies & policies

• Multilingual communication skills

• It is a Full Time Field Sales job for candidates with 1 - 5 years of experience.