Virtual relationship manager

Job Description

Role: Virtual Relationship Manager (Life Insurance)

Purpose of the Role:

The Virtual Relationship Manager (Life Insurance) will be responsible for onboarding, engaging, and servicing POSP/Advisor partners for Life Insurance products. The role focuses on driving sales growth, managing partner relationships, and ensuring smooth coordination between partners and internal teams for policy issuance and post-sales support.

Key Responsibilities:

• Connect with potential POSP/Advisor partners and onboard them for Life Insurance products.
• Service and manage existing POSP/Advisor partners to drive life insurance sales growth.
• Handle partner and customer queries with quick and satisfactory resolution.
• Coordinate with the central operations and Life Insurance team for seamless policy issuance.
• Provide virtual training and product knowledge support to partners.
• Manage inbound and outbound calls to support sales closure.
• Achieve assigned monthly sales targets and productivity metrics.
• Maintain ownership of the assigned partner base and sales funnel.

Candidate Profile / Eligibility:

• Experience in Life Insurance sales (agency/advisor/POSP).
• Knowledge of Life Insurance products such as Term, ULIP, and Savings plans.
• Graduation in any stream.
• Strong communication and relationship management skills.
• 1 to 3 years of relevant experience.
• Target-driven mindset and willingness to work in a fast-paced environment.
• Proficiency in English and Hindi; local language is an added advantage.