Virtual Relationship Manager - Corporate Insurance at Upstox

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

24 Feb, 26

Salary

0.0

Posted On

26 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Customer Service, Communication, Interpersonal Skills, Problem-Solving, Financial Products, Insurance, Relationship Management, MS Office, Cross-Selling, Upselling, Customer Engagement, Compliance, Customer Satisfaction, Team Collaboration, Target-Driven

Industry

Financial Services

Description

Job Title: Virtual relationship Manager - Corporate Insurance Company: Upstox Location: Mumbai Work arrangement: 5 days in the office About Upstox At Upstox, we’re building the future of investing — simple, powerful, and for everyone. We're one of India’s fastest-growing fintech platforms, backed by the best in the business, including Mr. Ratan Tata and Tiger Global, and on a mission to make wealth creation accessible to every Indian. From first-time investors to seasoned traders, millions trust us to power their financial journeys. We're not just moving fast — we’re moving with purpose. If you thrive in a high-energy, high-impact environment, you're in the right place. As a Virtual Relationship Manager, you will be responsible for managing and deepening customer relationships through remote channels. You will guide customers on Upstox products, resolve queries, and drive engagement and conversions. What You’ll Own Handle inbound and outbound customer interactions via calls, emails, and chat. Understand customer needs and recommend the right investment/Upstox products. Drive conversions, renewals, and product adoption. Provide timely and accurate resolutions to customer queries. Maintain high levels of customer satisfaction and relationship quality. Ensure compliance with regulatory and process guidelines. Work closely with internal teams to provide customer insights and feedback. Meet and exceed monthly targets related to sales, activation, and engagement. Who You Are 3 - 7 years of experience in sales, renewals, insurance, customer service, or financial products. Strong communication and interpersonal skills. Ability to understand customer needs and offer tailored solutions. Proven track record of achieving sales or renewal targets. Comfortable working in a fast-paced target-driven environment. Proficient in MS Office (Excel, Word, PowerPoint). Problem-solving ability with customer-first mindset. Knowledge of financial products is a plus (not mandatory). Graduation in any field Experience in health insurance, general insurance, or policy advisory roles. Ability to manage customer queries end-to-end and maintain strong relationships. Exposure to cross-selling and upselling financial or insurance products. Experience in guiding junior team members or resolving customer escalations. Why This Role Rocks You will be the voice of Upstox for thousands of customers. Your guidance will directly impact customer satisfaction, retention, and product adoption. You’ll help first-time investors navigate their financial journey with confidence. By applying for this position, you acknowledge that you have reviewed our Prospective Employee Privacy Notice, which outlines how Upstox collects, uses, and protects your Personal Information ("PI"). I accept Upstox's Prospective Employee Privacy Notice. Upstox is an Equal Opportunity Employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or other characteristics \n \n

Responsibilities

As a Virtual Relationship Manager, you will manage and deepen customer relationships through remote channels, guiding customers on Upstox products and resolving queries. You will drive engagement and conversions while ensuring high levels of customer satisfaction.