Job Description

Direct Marketing


Portfolio Manager


Location: 131, Pune



Department: Direct Marketing
Reports to: Customer Relationship Manager
Purpose
To acquire and service customers directly for life insurance products, achieving business targets and ensuring excellent customer experience.
Key ResponsibilitiesSource new business through direct sales channels (self-generated & company leads) Achieve sales, revenue & persistency targets Conduct customer meetings to explain life insurance products & solutions Build long-term customer relationships for repeat & referral business Ensure adherence to IRDAI/regulatory norms & internal compliance

Must HavesGood knowledge of equity, financial, and insurance products 1-5 years' experience in sales, bancassurance, or financial services Excellent communication & relationship skills

Qualification: Graduate in any discipline
Minimum Experience Level


0 - 4 years
Job Qualifications