Executive Relationship Manager - Life insurance

Bwise Solutions; Indore District, Ahmedabad District, Surat; On-site; INR 350,000 - 520,000; Full time

Benefits offered by this job

Fixed CTC + Attractive Incentives

Performance Rewards & Recognition

Career Growth Opportunities

Training & Development Programs

Insurance and Employee Benefits

Job summary

Bwise Solutions is hiring for a Relationship Manager / Sales Manager Direct Channel to drive life insurance sales in the Indore region. You will acquire customers, source leads, promote products, and meet sales targets through direct interactions with clients.

The role demands energetic, target-driven professionals capable of building strong customer relationships, presenting products, and ensuring smooth policy issuance. Freshers with sales aptitude are welcome to apply.

Qualifications

• Graduate in any discipline.
• 1 year minimum experience in Life Insurance, Health Insurance, Banking, Financial Services, BFSI, or Direct Sales.
• Freshers with strong sales aptitude may be considered for entry-level roles.

Responsibilities

• Generate life insurance business through direct customer acquisition.
• Meet prospective customers and understand their financial protection needs.
• Recommend suitable life insurance products based on customer requirements.
• Achieve monthly, quarterly, and annual sales targets.
• Build and maintain long-term customer relationships.
• Follow up on leads and convert them into sales.
• Conduct customer meetings, presentations, and product demonstrations.
• Ensure timely policy issuance and documentation.
• Provide after-sales service and policy servicing support.
• Maintain accurate sales reports and CRM updates.

Skills

Direct Sales

Life Insurance Sales

Customer Acquisition

Relationship Management

Lead Conversion

Financial Planning

Cross-Selling & Upselling

Field Sales

Education

Graduate in any discipline

Job description

Job Title: Relationship Manager / Sales Manager Direct Channel

Industry: Life Insurance

Department: Direct Sales

Employment Type: Full-Time

Job Summary

We are seeking energetic and target-driven professionals for the Direct Channel Sales team. The role involves acquiring new customers, generating business through self-sourcing and company-generated leads, promoting life insurance products, and achieving sales targets through direct customer interactions.

Key Responsibilities

• Generate life insurance business through direct customer acquisition.
• Meet prospective customers and understand their financial protection needs.
• Recommend suitable life insurance products based on customer requirements.
• Achieve monthly, quarterly, and annual sales targets.
• Build and maintain long-term customer relationships.
• Follow up on leads and convert them into sales.
• Conduct customer meetings, presentations, and product demonstrations.
• Ensure timely policy issuance and documentation.
• Provide after-sales service and policy servicing support.
• Maintain accurate sales reports and CRM updates.

Eligibility Criteria

• Graduate in any discipline.
• Minimum 1 year of experience in Life Insurance, Health Insurance, Banking, Financial Services, BFSI, or Direct Sales.
• Freshers with strong sales aptitude may also be considered for entry-level roles.
• Good communication and interpersonal skills.
• Strong customer handling and negotiation abilities.

Preferred Candidate Profile

• Experience in Direct Channel, Agency Channel, Banking, CASA, Loans, Credit Cards, Telecom, or Field Sales.
• Self-motivated and target-oriented.
• Comfortable with field sales and customer meetings.
• Ability to build strong customer relationships.

Key Skills

• Direct Sales
• Life Insurance Sales
• Customer Acquisition
• Relationship Management
• Lead Conversion
• Financial Planning
• Cross-Selling & Upselling
• Field Sales

Performance Metrics

• Premium Collection
• Policy Issuance
• Lead Conversion Ratio
• Customer Retention
• Revenue Achievement

Benefits

• Fixed CTC + Attractive Incentives
• Performance Rewards & Recognition
• Career Growth Opportunities
• Training & Development Programs
• Insurance and Employee Benefits