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Primary Responsibility: The RM/Sr. RM is responsible for driving insurance sales through the retail distribution model, focusing on both new customer acquisition and servicing existing leads. This role demands a proactive approach to lead generation, relationship building, and business development.

What You Get to Do Here

·        Increase top-of-funnel by driving periodic BTL activities and generating referrals from prospects.

·        Maximize virtual and physical connects with qualified prospects.

·        Adopt need-based selling by tailoring recommendations to customer profiles.

·        Assist and coordinate with customers to facilitate smooth policy issuance.

·        Follow up rigorously and timely on all work-in-progress prospects.

·        Update prospect information and track performance on LMS/VYMO.

·        Ensure all procedural requirements for policy issuance are complete and accurate.

·        Track policies logged in the branch to ensure speedy issuance.

·        Provide correct and complete product information to ensure transparency.

Decision Scope

·        Provide accurate product information to customers to enable transparent and smooth sales.

·        Ensure the channel remains competitive and successful through ethical selling practices.

Day-to-Day Deliverables

·        Daily monitoring and updating of leads in LMS.

·        Report daily activity to supervisor.

·        Service existing clients.

·        Maintain assigned renewals data.

·        Achieve persistency targets.

 Qualifications 

·        Bachelor’s degree in any discipline (Commerce, Business, or Finance preferred).
Experience

·        0–2 years of work experience.

·        Minimum 6 months of experience in life insurance sales, retail bank distribution, cooperative bank, channel management, or DSA relationship.

Functional and Behavioral requirements

Functional:

·        Strong understanding of life insurance products and customer profiling.

·        Proficiency in CRM systems, lead management tools, and digital platforms.

·        Sales planning, execution, and documentation accuracy.

·        Ability to manage renewals and persistency targets.

Behavioural:

·        Customer-centric mindset and relationship-building skills.

·        Strong communication and interpersonal abilities.

·        High integrity and ethical conduct.

·        Self-motivated, resilient, and target-driven.

·        Time management and coordination skills.