OneInsure - Relationship Manager - Direct Marketing

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 Responsibilities

Customer 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