Portfolio Manager - Insurance Sales

Job Title: Portfolio Manager – Insurance Sales

Department: Retail Distribution
Location: Ahmedabad
Experience Required: 3–6 years
Qualification: Minimum Graduate

Job Summary:

We are looking for an experienced and customer-focused Portfolio Manager to drive insurance policy sales through lead generation, virtual engagement, and strong relationship management. The role involves both acquiring new customers and servicing existing leads provided through the retail distribution channel.

Key Responsibilities:

• Lead Generation & Funnel Management:
• Conduct BTL activities to expand the prospect base.
• Encourage referrals from existing and potential customers.
• Maximize digital and social media platforms to engage qualified leads.
• Customer Engagement & Sales:
• Conduct need-based sales by analyzing customer profiles and recommending suitable products.
• Guide customers through the policy issuance process for a smooth experience.
• Regularly follow up with leads in progress and provide timely support.
• Lead & Performance Tracking:
• Update and maintain lead information on LMS/VYMO.
• Track and monitor policy issuance for accuracy and speed.
• Ensure all documentation and compliance requirements are fulfilled.

Candidate Profile:

• Experience:
• 3–6 years of overall work experience
• Minimum 6 months in life insurance sales / retail bank / co-operative bank / DSA channel management
• Skills Required:
• Strong customer orientation and relationship-building skills
• Proficiency in digital platforms and virtual communication
• Excellent interpersonal, communication, and negotiation skills
• Active listening and coordination abilities
• Effective time management and follow-up discipline

Preferred Background:

• Life Insurance Sales
• Retail Banking / Co-operative Banking
• Channel/DSA Relationship Management

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹54,000.00 per month

Work Location: In person