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Team Lead - Virtual Relationship Manager @ IIFL Finance

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 Team Lead - Virtual Relationship Manager

Job Description

Role & responsibilities

Proven experience in managing telesales/VRM setup, preferably in Health Insurance sector

Sound understanding of Agency / POSP model

Should have worked for 5-6 yrs in Insurance Industry (Preferably Health Insurance)

Preferred candidate profile

  • Lead & Manage a team of VRMs handling, onboarding, training & relationship management of Insurance Advisors
  • Build a high performing virtual sales & engagement culture across the team
  • Set clear targets for recruitment, activation & retention of partners
  • Drive Engagement & Productivity of VRMs through regular trainings, product briefings & Incentive Planning
  • Ensure Timely resolution of Partner queries related to commission, platform usage, Policy Issuance, etc

  • Monitor Daily/Month business performance across the vertical
  • Analyse productivity & identify gaps or drop offs in partner life cycle
  • Identify & Acquire high potential partnerships
  • Manage onboarding & engagement of acquired partners, ensuring revenue delivery & retention
  • Track partner performance, resolve operational bottlenecks & drive strategic account growth
  • Implement & monitor internal SOPs for onboarding, verification & code activation
  • Liaise with Insurer partners for training, product updates & escalations

Collaborate with Tech & Product teams to improve VRM tools & Dashboards


Job Classification

Industry: Insurance
Functional Area / Department: Sales & Business Development
Role Category: Retail & B2C Sales
Role: Telesales
Employement Type: Full time

Contact Details:

Company: IIFL Finance
Location(s): Hyderabad

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Keyskills:   Retail Sales Insurance Business Development Tele / Inside Sales Sales B2C Sales

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IIFL Finance

IIFL Finance Limited is one of the leading players in the financial services space in India. Together with its subsidiaries IIFL Home Finance Limited, IIFL Samasta Finance Limited (Formerly known as Samasta Microfinance Limited) and IIFL Open Fintech Private Limited, it provides a diverse range of ...