Relationship Manager

Ageas Federal; Navi Mumbai, Mumbai, Ahmedabad; On-site; INR 300,000 - 600,000; Full time

Job summary

Ageas Federal in Navi Mumbai is seeking a target-driven insurance sales professional to drive new business through outbound calls, meetings, and direct sales. You will identify customer protection needs and present suitable life insurance solutions.

The role emphasizes converting leads into policy sales while maintaining high customer satisfaction. This position requires building lasting relationships for renewals and referrals, with a focus on hitting monthly targets.

Qualifications

• Experience in outbound calling and direct sales.

Responsibilities

• Make outbound calls to prospective customers from databases and leads.
• Generate appointments through calling and follow-ups.
• Assess customer protection needs and recommend life insurance plans.
• Present plans via phone and in-person meetings.
• Convert leads into policy sales and meet monthly targets.
• Maintain regular follow-ups to maximize conversions.
• Build relationships for renewals and referrals.

Skills

Outbound calling

Sales

Life insurance knowledge

Customer meetings

Relationship building

Job description

Job Summary

Responsible for generating insurance business through outbound calling, customer meetings, and direct sales activities. The role involves prospecting customers, explaining insurance solutions, converting leads into sales, and achieving business targets while maintaining high customer satisfaction levels.

Key Responsibilities

• Conduct outbound calls to prospective customers from provided databases and self-generated leads.
• Generate appointments through calling and follow-up activities.
• Understand customer financial protection needs and recommend suitable life insurance products.
• Pitch insurance plans over phone and in face-to-face meetings.
• Convert leads into policy sales and achieve monthly business targets.
• Maintain regular follow-up with prospects to maximize conversion ratios.
• Build and maintain strong relationships with customers for renewals and referrals.