Client Relationship Management Jobs in Goregaon

Job Title – Life Insurance Executive

Location: Goregaon, Mumbai

Experience : 1-2 Years

Industry: Life Insurance

Open Positions: 30

Candidates Required: Male Candidates Only

Eligibility:

* Minimum 6 Months to 1 Year of Experience

* Experience in Banking, Finance, or Insurance Industry is Mandatory

* Freshers are Not Eligible

Roles and Responsibilities

• Drive growth of life insurance solutions by building a strong pipeline of prospective clients and converting them into policyholders.
• Manage end-to-end client engagement, from initial discovery and needs assessment to proposal presentation and policy servicing coordination.
• Provide expert guidance on available life insurance offerings, coverage structures, and benefit options to help clients make informed decisions.
• Strengthen long-term customer relationships through regular follow-ups, service updates, and proactive support.
• Represent the organization professionally during client meetings, discussions, and negotiations to ensure trust and continuity.
• Collaborate with internal teams to ensure timely processing of applications, documentation, and policy-related requirements.
• Maintain accurate client records, track interactions, and ensure data quality in reporting and CRM systems.
• Achieve individual and team performance targets through disciplined lead management and consistent engagement.
• Participate in onsite client meetings and community outreach activities based in Goregaon, Maharashtra, India.

Required Qualifications

• Proven experience in life insurance sales, advisory, or client relationship roles.
• Strong understanding of life insurance products, coverage concepts, and policy features.
• Demonstrated ability to build and maintain client relationships with professionalism and empathy.
• Excellent communication skills, including the ability to explain complex insurance concepts in a clear, client-friendly manner.
• Ability to work onsite in Goregaon, Maharashtra, India, and manage client meetings efficiently.
• Strong organizational skills to manage multiple prospects, follow-ups, and documentation.
• Customer-focused mindset with integrity and a consultative approach to selling and servicing.
• Comfort with reporting, process adherence, and maintaining accurate records in a CRM or similar system.

Key Responsibilities

• Conduct client needs analysis to identify appropriate coverage requirements, risk concerns, and financial goals.
• Present tailored policy recommendations and ensure clients understand premium structures, benefits, exclusions, and timelines.
• Generate and nurture leads, including referrals, through consistent outreach and relationship-building activities.
• Coordinate with internal stakeholders to support smooth application submission, underwriting follow-ups, and policy issuance.
• Manage renewal and ongoing service discussions by tracking policy status, answering queries, and addressing concerns.
• Ensure documentation completeness and compliance by following established sales and service procedures.
• Maintain daily/weekly activity tracking, including call notes, meeting outcomes, and pipeline status.
• Meet agreed sales and engagement targets while maintaining quality standards and customer satisfaction.
• Uphold organizational reputation through ethical practices, transparent communication, and reliable follow-through.