OneInsure - Relationship Manager - Direct Marketing

2 weeks ago

Chennai, India OneInsure Full time

About OneInsureOneInsure, the digital platform of Robinhood Insurance Broker Ltd., is among Indias most trusted IRDAI-licensed insurance broking firms. Established in 2008 by IIT & IIM alumni, we have expanded across 35+ branches, 700+ employees, and a customer base of 10+ lakh. Our OneInsure App is a tech-first platform offering 60+ digital services, enabling seamless policy comparisons, renewals, and AI-powered claims support.Were building the future of Insurance 2.0, blending human advisory expertise with digital-first innovation.Role OverviewAs a Relationship Manager (Direct Marketing), you will be the face of OneInsure to customers. This role focuses on new business acquisition, customer relationship management, and digital adoption, ensuring clients get a smooth end-to-end insurance experience. You will use CRM platforms, analytics dashboards, and the OneInsure app to meet customer needs while driving business growth.Key Acquisition & Advisory- Prospect, connect, and acquire customers for life and general insurance.- Conduct detailed financial needs assessments to recommend personalized solutions.- Educate customers about digital-first services offered via the OneInsure app.Sales & Revenue Achievement- Consistently meet monthly and quarterly revenue targets.- Drive cross-sell and upsell opportunities for existing clients.- Ensure high closure rates through structured sales funnel management.Customer Engagement & Retention- Build long-term client relationships with regular follow-ups and service delivery.- Support customers through policy renewals, claims assistance, and escalations.- Ensure exceptional NPS (Net Promoter Score) by delivering seamless service.Digital Adoption & Data-Driven Sales- Leverage CRM, mobile apps, and digital dashboards for customer profiling.- Generate insights from data to refine sales approach.- Promote adoption of the OneInsure apps self-service features.Compliance & Reporting- Ensure IRDAI compliance in all sales and advisory processes.- Maintain accurate customer databases, reports, and MIS updates.Qualifications & Skills- 2-6 years of experience in Insurance / Banking / Financial Services sales.- Strong knowledge of life and general insurance products.- Proven ability to meet and exceed sales targets.- Excellent communication, negotiation, and interpersonal skills.- Tech-savvy with experience in CRM tools, digital apps, and reporting systems.- Bachelors degree in Business/Finance/Marketing; MBA preferred (ref:iimjobs.com)

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