Virtual Relationship Manager
1 week ago
Position: Virtual Relationship Manager (VRM)
Department: Bancassurance / Insurance Sales
Location: PORUR , CHENNAI
Experience: 1–5 years in BFSI / Insurance / Banking preferred
Role Overview
The Virtual Relationship Manager (VRM) is responsible for selling life insurance products through phone-based relationship management. The role involves engaging with existing bank customers, understanding their financial needs, and offering suitable insurance solutions.
Key Responsibilities
- Call and engage with existing bank customers to generate sales for life insurance products.
- Understand customer needs and recommend suitable insurance plans.
- Maintain and build strong customer relationships through regular follow-ups.
- Achieve monthly sales targets and ensure high conversion rates.
- Update customer details and interactions in CRM systems.
- Coordinate with internal teams for policy issuance and customer service.
- Ensure compliance with company guidelines and regulatory norms.
Required Skills
- Strong communication and sales skills.
- Ability to explain financial products clearly over the phone.
- Good relationship-building and negotiation skills.
- Target-driven with a positive attitude.
- Basic computer knowledge and CRM handling experience.
Eligibility Criteria
- Any graduate (preferably from commerce/finance background).
- Experience in insurance sales, telesales, banking, or customer relationship roles is preferred.
Salary & Benefits
- CTC: Based on experience (e.g., up to 4.5 LPA).
- Attractive incentive structure based on performance.
- Health insurance, PF, and other company benefits.
- Career growth opportunities in Bancassurance channel.
Contact for Application
Priyadharshini – HR
Job Types: Full-time, Permanent
Pay: Up to ₹450,000.00 per year
Benefits:
- Food provided
- Health insurance
- Provident Fund
Work Location: In person
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