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    • Excellent communication and relationship-building skills.
    • Build and maintain strong relationships with Insurance Partners and customers.
    • View all Sankalp Insurance Brokers Pvt Ltd jobs - Remote jobs
    • Salary Search: Relationship Manager salaries in Remote
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    • Responsible for handling direct sales (Field Sales) at the prospects site.
    • Generation/ souring of prospects appointments for the sales.
    • We’re building the next generation of payment, travel, insurance, and other platforms in the retail space.
    • Identify new opportunities, develop strategies, and…
    • Managing customer relationships; addressing both service & sales queries for customers with an objective to engage & retain customers.
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    • Acquiring clients through direct sales/ CA /Broker/Builder Channels.
    • Taking Leads from tie up Builders & creating new ones.
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    • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.
    • Resolve customer queries and complaints within the…
    • Segment focus, customer focus needs-based selling.
    • Actively reducing Non- funding, Sales Error and Increase the Premium Sourcing.
    • Client Acquisition for Financial Products through networking, data base, market intelligence and references from existing clients as per the target.
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    • Managing customer relationships; addressing both service & sales queries for customers with an objective to engage & retain customers.
    • Drives ongoing sales from the defined relationships and contribute towards regions achievements.
    • Obtains and analyzes information from market to identify new…
  • View similar jobs with this employer
    • Managing customer relationships; addressing both service & sales queries for customers with an objective to engage & retain customers.
    • Drives ongoing sales from the defined relationships and contribute towards regions achievements.
    • Retail Sales Execution through channel partners.
    • Build and manage long-term relationships with dealers.
    • Ability to build trust and long-term relationships quickly.
    • Health insurance coverage for all employees.
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    • Mandatory Experience required in Affordable Home Loans/Mortgage Loans.
    • Managing customer relationships; addressing both service & sales queries for customers with an objective to engage & retain customers.

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Job Post Details

Relationship Manager - job post

Sankalp Insurance Brokers Pvt Ltd
Remote
₹3,50,000 - ₹6,50,000 a year

Job details

Pay

  • ₹3,50,000 - ₹6,50,000 a year

Job type

  • Full-time

Benefits

Pulled from the full job description

  • Work from home

Full job description

Here's a professional job description you can use for a Relationship Manager – Life & Health Insurance at Sankalp Insurance Brokers Pvt. Ltd.

Job Description – Relationship Manager (Life & Health Insurance)

Position: Relationship Manager (Life & Health Insurance)
Department: Sales – POSP/Agency Channel
Location: As Assigned
Reporting To: Area Manager / Regional Head

Role Summary

The Relationship Manager is responsible for recruiting, onboarding, training, and managing POSP/Insurance Partners while driving Life and Health Insurance business. The role focuses on partner productivity, customer acquisition, and achieving business targets through effective relationship management and sales support.

Key ResponsibilitiesBusiness Development

  • Achieve monthly, quarterly, and annual Life & Health Insurance sales targets.
  • Generate business through POSPs, Insurance Partners, and personal networking.
  • Promote Life and Health Insurance products from empanelled insurance companies.

Partner Recruitment & Activation

  • Recruit new POSPs/Insurance Partners.
  • Ensure timely onboarding and IRDAI compliance.
  • Activate newly recruited partners and support them in generating business.

Relationship Management

  • Build and maintain strong relationships with Insurance Partners and customers.
  • Provide end-to-end sales support from lead generation to policy issuance.
  • Ensure high partner engagement and retention.

Training & Development

  • Conduct product and sales training sessions.
  • Guide partners on product suitability, sales techniques, and customer handling.
  • Keep partners updated on new products, campaigns, and regulatory changes.

Sales Support

  • Assist partners in premium quotations and product comparisons.
  • Coordinate with operations and insurance companies for smooth policy issuance.
  • Support claim assistance and customer service when required.

Reporting & Compliance

  • Maintain daily activity reports (DAR), recruitment records, and business MIS.
  • Track partner performance and business productivity.
  • Ensure adherence to IRDAI guidelines and company compliance policies.

Key Performance Indicators (KPIs)

  • Monthly Life & Health Insurance premium achieved
  • Number of POSPs recruited and activated
  • Active partner ratio
  • Policy issuance and login conversion ratio
  • Partner retention and productivity
  • Customer satisfaction and service quality

Desired Skills

  • Excellent communication and relationship-building skills
  • Strong sales and negotiation abilities
  • Knowledge of Life & Health Insurance products
  • Team management and mentoring skills
  • Good presentation and training capabilities
  • Proficiency in MS Excel, CRM tools, and digital sales platforms

Preferred Qualification

  • Graduate in any discipline (MBA preferred)
  • Minimum 1–5 years of experience in Life Insurance, Health Insurance, Agency, POSP, or Broking channels
  • Valid IRDAI certification (preferred)

Pay: ₹350,000.00 - ₹650,000.00 per year

Benefits:

  • Work from home

Work Location: Remote

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