Posted 1w ago
Pay
Salary (undisclosed)
Location
Thane, India
On site
Apply by
9 Oct
Last day today
Skills this role screens for
Opens on Upstox's site. Sign in first and we keep it in your pipeline.
About the role
Upstox is hiring for the role of Virtual Relationship Manager-Insurance
The work
•
Connect with prospects to understand their health insurance needs, existing coverage, and family composition.
•
Conduct a needs-based review — flag gaps in existing cover and recommend suitable individual or family floater plans.
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Explain policy features, exclusions, waiting periods, claim process, and premium structures clearly and accurately.
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Guide prospects through the online purchase journey — quote selection, proposal form, medical disclosures, and payment.
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Ensure all advice is compliant with IRDAI guidelines on advisory conduct and disclosure norms.
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Log every interaction, recommendation, and outcome accurately in the CRM.
•
Meet defined targets on conversion, average handling time, and customer satisfaction (CSAT).
•
Stay updated on product changes across insurer partners
Who they want
•
1-2 years of experience in insurance advisory or telesales, preferably health insurance/
•
Strong communication and consultative skills
•
Proficiency in an additional Regional Indian language is a plus
•
Genuine customer-first orientation — ability to explain complex policy terms in simple language.
From a public listing board (Unstop).
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