Relationship Manager

Relationship Manager – Life Insurance (Vadodara)

Location: Vadodara, Gujarat, India

Reporting To: Regional / Zonal Sales Head (Life Insurance)

Key Responsibilities

• Drive business growth: achieve monthly, quarterly and annual sales targets for life-insurance products (new business, premium growth, case count, etc.).

• Build & maintain relationships with channel partners (bank branches, bancassurance partners, agencies, IFAs) and intermediaries to maximise revenue.

• Onboard new distribution partners / agents, support their training and productivity, ensure activation and performance norms are met.

• Conduct joint field calls / branch visits with partners to support closing business, enhance share of wallet, improve product mix, and ensure renewals / persistency.

• Generate and follow up on leads (referrals, own network, partner leads) to secure new customers for life-insurance products.

• Conduct need-analysis for prospects, present life-insurance solutions effectively (features, benefits, suitability), handle objections and close business.

• Monitor and improve customer service/after-sales (renewals, complaints, client engagement) to ensure high customer satisfaction and persistency.

• Gather market intelligence: competitor activity, local market trends, client preferences; feed insights to area/branch head.

• Maintain accurate documentation (proposals, policy issuance, KYC/compliance), and ensure adherence to regulatory and company policies.

Qualifications & Experience

• Graduate / Bachelor’s degree in any discipline is typically required.

• Ideally 1-5 years of experience in life-insurance sales, bancassurance, or financial services channel. (Roles with 2-4 years are common in Vadodara-region postings)

• Good communication skills in English and local language (Gujarati/Hindi) are preferred. Knowledge of local market is a plus.

• Target-oriented, self-motivated, field‐active, able to work with minimal supervision and travel locally.

• Strong relationship & interpersonal skills, negotiation capability, ability to train and influence agents/partners.
  

Key Skills & Attributes

• Deep understanding of life-insurance products, persistency, premium growth, case conversion.

• Channel management: able to manage and develop agent/advisor network, bancassurance partners.

• Sales planning & execution: able to break down targets, identify risks, implement remediation.

• Analytical mindset: ability to derive insights from market/agent performance and act.

• Excellent customer orientation, ethics/compliance awareness.

What You’ll Get / Offer

• Competitive fixed salary + performance‐linked incentives (typical in region). For example some roles in Vadodara show salary + incentives.

• Career growth in a leading life-insurance company in Vadodara region.

• Training and support from company / channel partner.

• Travel allowances, phone/internet allowance may be included depending on company policy.

Interested candidate can share their resume on mail & Whatsapp

hr8@worldotalent.com & 9878625882

• It is a Full Time Field Sales job for candidates with 6 months - 5 years of experience.

More about this Relationship Manager job

1. What is the eligibility criteria to apply for this Relationship Manager job?
   Ans: The candidate should be Graduate and above and above with 6 months - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹40000 per month that depends on your interview. It's a Full Time job in Vadodara.
3. How many working days are there for this Relationship Manager job?
   Ans: This Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Relationship Manager job and during the employment with the company, i.e., Worldotalent.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Manager role?
   Ans: There is an immediate opening of 15 Relationship Manager at Worldotalent
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Relationship Manager job?
   Ans: This Relationship Manager job has 09:00 AM - 06:00 PM timing.