Insurance Sales

Job Summary

We are looking for a Virtual Relationship Manager to manage and grow customer relationships through digital channels such as phone, email, chat, and video calls. The role focuses on delivering exceptional customer experience, understanding client needs, and driving engagement, retention, and revenue without in-person interaction.

Key Responsibilities

• Build and maintain strong relationships with clients through virtual platforms

• Act as the primary point of contact for assigned customers

• Understand customer needs and provide suitable products/services

• Handle inquiries, complaints, and service requests efficiently

• Cross-sell and upsell relevant offerings to existing clients

• Track customer interactions and update CRM systems regularly

• Ensure high levels of customer satisfaction and retention

• Meet individual and team performance targets (sales/service KPIs)

• Collaborate with internal teams to resolve customer issues

Required Skills & Qualifications

• Graduate / Postgraduate in Business, Finance, Marketing, or related field

• Strong communication and interpersonal skills

• Comfortable with virtual communication tools (Zoom, Teams, CRM software, etc.)

• Customer-centric mindset with problem-solving abilities

• Basic knowledge of sales, banking, financial products, or services (if applicable)

• Ability to work independently in a remote/virtual environment

Preferred Skills

• Experience in customer relationship management or virtual sales

• Knowledge of CRM tools (Salesforce, Zoho, HubSpot, etc.)

• Data-driven approach to customer engagement

• Multilingual abilities (optional but a plus)

What We Offer

• Competitive salary + performance incentives

• Flexible work environment

• Career growth and learning opportunities

• Health and wellness benefits (as applicable)

• It is a Full Time Telesales / Telemarketing job for candidates with 6 months - 6+ years Experience.