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OneInsure - Relationship Manager - Direct Marketing

OneInsure - Relationship Manager - Direct Marketing

OneInsureChennai, India
16 days ago
Job description

About OneInsure

OneInsure, 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 Overview

As 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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