Virtual Relationship Manager – Corporate Insurance

Role Overview

• Handle inbound and outbound customer interactions via calls, emails, and chat.
• Understand customer needs and recommend the right investment/Upstox products.
• Drive conversions, renewals, and product adoption.
• Provide timely and accurate resolutions to customer queries.
• Maintain high levels of customer satisfaction and relationship quality.
• Ensure compliance with regulatory and process guidelines.
• Work closely with internal teams to provide customer insights and feedback.
• Meet and exceed monthly targets related to sales, activation, and engagement.

Requirements

• 3
• 7 years of experience in sales, renewals, insurance, customer service, or financial products.
• Strong communication and interpersonal skills.
• Ability to understand customer needs and offer tailored solutions.
• Proven track record of achieving sales or renewal targets.
• Comfortable working in a fast-paced target-driven environment.
• Proficient in MS Office (Excel, Word, PowerPoint).
• Problem-solving ability with customer-first mindset.
• Knowledge of financial products is a plus (not mandatory).
• Graduation in any field
• Experience in health insurance, general insurance, or policy advisory roles.
• Ability to manage customer queries end-to-end and maintain strong relationships.
• Exposure to cross-selling and upselling financial or insurance products.
• Experience in guiding junior team members or resolving customer escalations.

Benefits

• Upstox collects, uses, and protects your Personal Information ("PI")
• Equal Opportunity Employer