Virtual Relationship Manager Corporate Insurance

Job Title : Virtual relationship Manager - Corporate Insurance

Company : Upstox

Location : Mumbai

Work arrangement : 5 days in the office

About Upstox

At Upstox were building the future of investing simple powerful and for everyone. Were one of Indias fastest-growing fintech platforms backed by the best in the business including Mr. Ratan Tata and Tiger Global and on a mission to make wealth creation accessible to every Indian. From first-time investors to seasoned traders millions trust us to power their financial journeys. Were not just moving fast were moving with purpose. If you thrive in a high-energy high-impact environment youre in the right place.

As a Virtual Relationship Manag er you will be responsible for managing and deepening customer relationships through remote channels. You will guide customers on Upstox products resolve queries and drive engagement and conversions.

What Youll Own

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.

Who You Are

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.

Why This Role Rocks

You will be the voice of Upstox for thousands of customers.

Your guidance will directly impact customer satisfaction retention and product adoption.

Youll help first-time investors navigate their financial journey with confidence.

By applying for this position you acknowledge that you have reviewed our Prospective Employee Privacy Notice which outlines how Upstox collects uses and protects your Personal Information (PI). I accept Upstoxs Prospective Employee Privacy Notice.

Upstox is an Equal Opportunity Employer; all qualified applicants will receive consideration for employment without regard to race color religion gender gender identity or expression sexual orientation national origin genetics disability age veteran status or other characteristics

We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.

Required Experience :

Manager

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full-Time

Experience : years

Vacancy : 1